Providers of Accounting, Tax & Financial Services
My objective is to serve semi- and emerging affluent clients for whom I will provide Accounting, Tax and total wealth care management services. These retirement and estate planning services enable them…
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.