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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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
Consolidating your assets onto one platform can reap multiple benefits.
Income protection insurance can replace earnings during a disability and recovery.
Financial lessons from movies and TV.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Donation is on people’s minds around tax season.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
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 smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
When should you take your Social Security benefit?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How does your ideal retirement differ from reality, and what can we do to better align the two?