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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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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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
One of the most common questions people ask about Social Security is when they should start taking benefits.
As quarterback of your life, here’s a fun way to think about protecting your financial future.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Women must be ready to spend, on average, more years in retirement than men.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.