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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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The History of Retirement
Do you know where the idea of “retirement” comes from?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report
What’s the deal with your yearly free credit report?
A few strategies that may help you prepare for the cost of higher education.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
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 some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.