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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A Steady Strategy in Turbulent Times

Dollar-cost averaging can help investors focus on building their portfolios through regular investing rather than reacting to market swings.

Steps to Help Lower Capital Gains Taxes

Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.

Medicare Open Enrollment

This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.

Some Small Companies Facing Tariff Troubles

Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.

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