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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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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Value of Planning as Retirement Approaches
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Spark joy and become more confident by giving your finances the home organization treatment.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Consolidating your assets onto one platform can reap multiple benefits.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What if instead of buying that vacation home, you invested the money?