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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…

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

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Forecast

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator helps estimate your federal estate tax liability.

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This calculator can help you estimate how much you may need to save for retirement.

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

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

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Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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