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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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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Twelve Steps to Living Confidently: Budgeting
One of the most important steps to become financially sufficient is to set up a realistic budget.
Organizing Your Finances
Spark joy and become more confident by giving your finances the home organization treatment.
Tips on how women can gain financial confidence.
The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Couples may be able to head off many of the problems in a marriage that money can cause.
Can you keep up with your children’s mobile slang?
An inside look at how marginal income tax brackets work.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
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
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How do the markets usually react to elections? Was the 2016 election any different?
Women must be ready to spend, on average, more years in retirement than men.