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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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Making Sense Of A Home Warranty
Understanding the value of a home warranty.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Even the savviest and most experienced among us need financial planning check-ins.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Are you showing your paycheck the love it deserves?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
How do the markets usually react to elections? Was the 2016 election any different?
$1 million in a diversified portfolio could help finance part of your retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?