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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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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How can whole life insurance protect your business and reward and retain your key employees?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Building wealth requires protection from the forces of wealth destruction.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
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 a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.
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.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.