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Meet the Team
Encore Careers: Push Your Boundaries
Understanding the SECURE Act
Stay Safe with a B.O.P. At Your Back
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
What Is My Risk Tolerance?
What Is a 1035 Exchange?
Budgeting After a Divorce
Healthcare Costs in Retirement
Medicare At 65+
Charitable Giving: Smart from the Heart
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.