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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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Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the social impact of investing is just as important as the return, perhaps more important.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Purchasing homeowners insurance is critical for protecting your home.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.