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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 Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even if you’re young and single, you should still consider protecting yourself.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Women in financial services are some of the most progressive women in the world.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
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 a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
How do the markets usually react to elections? Was the 2016 election any different?