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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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Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Three Key Questions to Answer before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Bonds may outperform stocks one year only to have stocks rebound the next.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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).
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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
There are some key concepts to understand when investing 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.
Three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?