A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon Life in a Box

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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

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

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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