Tommy BohanonFinancial Advisor CRPC

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HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
What’s Required of the Executor of an Estate?

Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
HOT TOPIC: The Economic Impact of an Aging World

This article looks at some of the demographic trends and economic challenges related to global aging.
Where Will You Live as You Grow Older?

Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?