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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Know Your Mutual Funds

Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

Considering Preferreds? Proceed with Caution

Considering investing in preferred stocks? This overview examines the risks and potential benefits.

Taming Investment Taxes

Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

Bonds Can Offer Stability Even with Rising Rates

Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.

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Check the background of this financial professional on FINRA's BrokerCheck