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Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®.
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FOR YOUR FAMILY
Protect the ones you love financially. Keep your family safe, no matter what the future brings.
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FOR YOUR BUSINESS
Build a great business. Protect it and take good care of the people who help it thrive. Including you.
Learn MoreUNCOMMON 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.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Even low inflation rates can pose a threat to investment returns.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Surprises
Making the most of surprises is a great reason to work with us.