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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

“The Baby Boomer generation faces a variety of challenges to a secure retirement, including longer life spans, volatile securities markets, unease regarding the future of social security, and the demise of traditional pensions.  It's easy to get off-track in this complex and dynamic environment.  We come to work every day to provide clarity and guidance in service to clients we care about.  Our fiduciary responsibility requires us to put clients' interests above our own, but we feel that is just the right thing to do.”

Phillip L. Smelser
Charted Retirement Planning Counselor

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How Long Will Your Funds Last?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck