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UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.
How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.Contact Us
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Take the Stage: Starting Out
Start planning for their financial futures by following a few helpful guidelines.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The true cost of raising a child may be far more than you expect.
Financial planning for couples.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Discover why we need to plan the future for future generations today.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
The market is as unpredictable as the weather. We’d love to help you prepare.