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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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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
2016 Tax Data You Should Know
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
LGBTQ people are subject to unique stresses that affect how they feel about their financial future.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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 a number of ways to withdraw money from a qualified retirement plan.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.