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
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Is your estate in order? This short quiz may help you assess your overall strategy.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are five facts about Social Security that are important to keep in mind.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding the economy's cycles can help put current business conditions in better perspective.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.