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
Helpful Content
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Retirement Seen Through Your Eyes
What's your vision of retirement?
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?