Helpful Content
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Surprises
Making the most of surprises is a great reason to work with us.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.