Our Approach and Process-
You have spent a lifetime working and saving for your retirement. But, have you given any thought to a distribution plan? Particularly, a plan that will; provide consistent , dependable Income, mathematically calculate how much of your nest egg should be invested in stocks for at least 15 years to mitigate risk and structuring your portfolio to supply inflation adjusted income and growth for the assets that are generating that income.
Perhaps you should consider our process, Advanced Time Segmentation. Learn more by clicking on the link
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U.S. Personal Savings Rate
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Tax Freedom Day
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Check out this video to begin separating fact from fiction.
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You’ve made investments your whole life. Work with us to help make the most of them.
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