Comprehensive, goals based financial planning is how I help people navigate life's financial journey. My mission is to anticipate client needs and provide proactive solutions.
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,100.51 | -2.02% |
| Dow Jones Transportation | 9,514.11 | -1.64% |
| Dow Jones Utilities | 757.85 | -0.22% |
| Nasdaq Composite | 6,910.66 | -2.26% |
| Nasdaq 100 | 6,594.96 | -2.56% |
| NYSE Composite | 11,755.38 | -1.51% |
| AMEX Composite | 2,344.24 | -1.79% |
| PHLX Semiconductor Index | 1,177.57 | -1.43% |
| OSX Oil Service Sector Index | 89.24 | -4.28% |
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