Your Independent Advocate and Guide
Social Security as we know it has changed dramatically. Many loopholes were phased out, and for those who would not reach 62 years of age by December 31, 2015, the loopholes were eliminated forever. Here are ten facts regarding the current laws.
Learn More about the full retirement age, delayed credits, collection of benefits before and after FRA, file and suspension, spousal benefits and more..Learn More
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Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How Income Taxes Work
A quick look at how federal income taxes work.
A change in your mindset during retirement may drive changes to your portfolio.
Six overlooked tax deductions to help manage your tax bill.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Life insurance proceeds are generally tax-free. But not in all cases.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.