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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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Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Whole Life: The Key to Unlocking your Retirement
Imagine a retirement without having to worry about money? Well, it’s possible.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Important items to consider when purchasing condo insurance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of 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
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.
How federal estate taxes work, plus estate management documents and tactics.
Are Real Estate Investment Trusts right for your portfolio?
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
If you died, what would happen to your email archives, social profiles and online accounts?