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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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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
Second marriages are a trigger event to revisit any existing estate strategies.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Don’t overlook the need for renter’s insurance if you rent your home.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding how a stock works is key to understanding your investments.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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
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.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how Brexit will affect you?
Have you explored all of your choices when it comes to managing your taxable income?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.