Anna Gorman, CFP®, ChSNC®

Newsletters

Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
When Buying Is Easy, Paying Later Can Be a Problem

Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.
Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

Cost of Retirement

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

How much will it cost to pay off a loan over its lifetime?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.