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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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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Big Picture–Earnings Preview
Here are some insights on how the Q2 Earnings Report could shape up.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Try these activities to keep your brain sharp.
It sounds simple, but paying yourself first can really pay off.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are ways to improve your physical fitness without denting your fiscal fitness.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
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 smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.