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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
Infographic: Whole Life Insurance Can Be an Essential Piece
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Learn, Earn and Retire at Any Age
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
Infographic: Playing the Odds With Your Future?
Plan for the things you can protect against, like a loss of income due to illness or injury.
Beware of these traps that could upend your retirement.
There are four very good reasons to start investing. Do you know what they are?
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.