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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
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Big Little Things: 5 Easy Ways to Protect Your Money
Put measures in place to help you replace a portion of your income if the unexpected happens.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A collection of tips from professional travelers.
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
Imagine a retirement without having to worry about money? Well, it’s possible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.
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.