HOW BIG IS YOUR RETIREMENT SHORTFALL ?
WILL YOUR MONEY LAST AS LONG AS YOU ?
WILL INFLATION IMPACT MY RETIREMENT ?
HOW WILL TAXES AFFECT MY INCOME AND CASH FLOW ?
These are the questions that keep people up at night. If you want to begin the journey towards financial freedom, then take 14 minutes to view my comprehensive, OnDemand, retirement planning seminar. It will address all of the major concerns of retirees, and pre-retirees. I know you will be glad that you took the time! Simply CLICK below, and see why people are are calling this a life-changing experience for their retirement planning.
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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?