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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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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Try these activities to keep your brain sharp.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Five creative (and inexpensive) ideas for motivating your employees.
A quick look at how federal income taxes work.
An inside look at how marginal income tax brackets work.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement 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
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.