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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Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Taking regular, periodic withdrawals during retirement can be quite problematic.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?