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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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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are six flags that may make your tax return prime for an IRS audit.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding how capital gains are taxed may help you refine your investment strategies.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
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
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.