Because Its Your Future
Mike Brown, CFP® and lifetime MDRT member, has been in the financial services industry for over 30 years. In the course of that time, he has come to realize that you can’t measure meaningful success in terms of occupation or income level. For him, its true measure lays in the number of people he serves.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
How much will it cost to pay off a loan over its lifetime?
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.