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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
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A confident retirement begins with a plan.
What do golf and personal finances have in common? A lot of things, but the key is confidence.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How to lower your risk of chronic illness
Consolidating your assets onto one platform can reap multiple benefits.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
There are some smart strategies that may help you pursue your investment objectives
Disability happens to more people, more often than you may think, and it lasts longer, too.
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial advisor about changes in your situation.
$1 million in a diversified portfolio could help finance part of your retirement.
How do the markets usually react to elections? Was the 2016 election any different?
What is your plan for health care during retirement?