Maximizing Your Retirement Income A High Level of Commitment Retirement Income Planning A Personalized Approach Learn More
 

Customized Financial Strategies For the Many Milestones in Life

As a Baby Boomer, you probably thought you never get older. But you have and now need to prepare for or improve upon your situation going into retirement.

Yours is far different than that of your parents. They had more stability with pensions, social security and a strong stock market that helped them.

Boomers on the other hand, are dealing with an unstable future with Social Security, the majority of boomers don’t have pensions, and you all share a very unpredictable stock market.

Some have done very well and prepared for this time over many years. However, sadly, the majority has not and this brings the startling realization that for the last 40 years of working, you've had a steady paycheck, but it's not going to be that simple in retirement.

You are now in charge of your own financial lives and future. You no longer have a boss who tells you what to do, the HR department to figure out the details of your health insurance, or that steady paycheck that was deposited into your bank account on a regular basis.

Because of all this, WHERE you get financial advice from matters now more than ever.

In his book “Money: Master the Game”, Tony Robbins states…

Read More

 

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Contributing to an IRA?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

Investment Strategies for Retirement

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

View all presentations arrow

To Buy or Not to Buy

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

View all videos arrow