Helping you manage your investments so you can manage your life! Arthur has over 20 years experience as a Retirement Planning Professional. Arthur is also the author of "So You Want To Retire".

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

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

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Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform

The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.

Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

New Tax Breaks for Pass-Through Entities

The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

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