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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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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
How Solid is Your Offensive Line?
As quarterback of your life, here’s a fun way to think about protecting your financial future.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Apps that help small business owners better manage and grow their business.
To choose a plan, it’s important to ask yourself four key questions.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Living with confidence means living within your means. managers.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There’s been a lot of talk about Tax Reform. What might it look like?
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.