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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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A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
How can whole life insurance protect your business and reward and retain your key employees?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Purchasing homeowners insurance is critical for protecting your home.
Important items to consider when purchasing condo insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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 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 are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, infiltrating the world of bonds.