Helpful Content
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Debt Stress
There’s a link between debt and stress.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Emerging Market Opportunities
What are your options for investing in emerging markets?