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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Do you know where the idea of “retirement” comes from?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Five creative (and inexpensive) ideas for motivating your employees.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do you understand these common mobile slang terms?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.