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Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Car Affordability

How much can you afford to pay for a car?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

New Life for Your Old Insurance Policy

Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

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