Doug Massey, CLU, ChFC
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.