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Lawrence Scovell, CFP ® Certified Financial Planner
Providing full-service, individualized financial planning for over 40 years. Serving the needs and goals of the client is always our first priority. Consultations and meetings offered in home, office and remotely.
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
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