Helpful Content
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
9 Facts About Social Security
There are things about Social Security that might surprise you.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
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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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?