TO SERVE, EDUCATE, AND PROTECT OUR CLIENTS SO THAT THEY CAN
PURSUE FINANCIAL INDEPENDENCE THROUGHOUT THEIR LIFETIME.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
This is the $64,000 question. Making the right decision for you can have a meaningful impact on your financial income in retirement.... READ MORE
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Financial Planning At Your Fingertips
Building Your Legacy
A four-step framework for building a personal legacy.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding how capital gains are taxed may help you refine your investment strategies.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.