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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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Good employee health can be great for the company’s bottom line.
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 the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?