FINANCIAL PLANNING & WEALTH MANAGEMENT
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ACCOUNTING & TAX PLANNING
RETIREMENT PLAN CONSULTING
Helpful Content
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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.