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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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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Savings and Cash Flow
Savings is a critical tool to ensure positive cash flow in your personal finances.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Financial lessons from movies and TV.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A change in your mindset during retirement may drive changes to your portfolio.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A quick look at how federal income taxes work.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.