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Retirement
Income Planning

  • Creating inflation-adjusted income designed to last a lifetime
  • Maximizing Social Security
  • Planning IRA/401K/403b distributions
  • Developing tax-efficient income

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Wealth Management

  • Designing multi-generational strategies
  • Protecting family assets
  • Establishing and implementng a business succession plans
  • Utilizing life, disability and long-term care insurance

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Company
Retirement Plans

  • Designing and implementing cost-effective retirement plan
  • Creating a compliant plan and investment review and monitoring process
  • Reducing fiduciary liability
  • Educating plan participants

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Employee Benefits

  • Managing costs
  • Evaluating carriers
  • Complying with the Affordable Care Act
  • Effective Employee communication
  • Medicare planning 

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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Rule of 72

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.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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