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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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How Income Taxes Work
A quick look at how federal income taxes work.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are six flags that may make your tax return prime for an IRS audit.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Your FICO score matters more than you may realize.
A change in your mindset during retirement may drive changes to your portfolio.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.