Assisting individuals and businesses with Comprehensive Retirement Planning, Wealth Management, Coordinating Estate Planning, Tax Efficient Investing, and Managing Financial Risk in Seven Fields, PA.
Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial advisor who is familiar with your particular situation and can offer personalized advice.
If you’re concerned about:
Comprehensive Retirement Planning
Managing Financial Risk
Tax Efficient Investing
As a Financial Advisor I can provide you with a plan to help you work towards your financial goals.
Please use my web site as a resource. For additional information or to schedule a meeting, do not hesitate to contact me by email link or by completing the Contact Form found under the Our Location Tab above. Thank you for your interest.
Good Life Customer Relationship Summary
Newsletters
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.