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Let us help you Build a Personalized Financial Plan
Most elderly Americans need care – from family, paid helpers, or a residential facility
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
Disability insurance can keep you afloat if you’re unable to work.
Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...
Know how you're taxed, how you might save, and how taxes change in retirement.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
Life Annuities, like Social Security, send you a check each month as long as you live.
Your family depends on the paychecks the breadwinners bring home. So what would happen should a breadwinner die?
Retirees spend about 20% of their income on health care.
Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.
Costs often run 3-8% of the loan amount. Some can be split with the seller or lender. Those you pay can often be rolled into the loan.
A relatively safe way to invest in stocks, bonds, or other investments.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
Social Security provides a basic retirement income.
You're likely close to your peak productivity & earnings. So where do you go from here?
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
You'll live by the sweat of your brow from now to retirement. Make the most of it!
A simple quiz to help you know where to get the best return on your savings.
It's usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
Life Annuities, like Social Security, send you a check each month as long as you live.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
Most elderly Americans need care – from family, paid helpers, or a residential facility
Social Security provides a basic retirement income.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
Retirees spend about 20% of their income on health care.
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...
Know how you're taxed, how you might save, and how taxes change in retirement.
A simple quiz to help you know where to get the best return on your savings.
It's usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.
A relatively safe way to invest in stocks, bonds, or other investments.
Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.
Social Security provides a basic retirement income.
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
Know how you're taxed, how you might save, and how taxes change in retirement.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
Costs often run 3-8% of the loan amount. Some can be split with the seller or lender. Those you pay can often be rolled into the loan.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
A relatively safe way to invest in stocks, bonds, or other investments.
Life Annuities, like Social Security, send you a check each month as long as you live.
A simple quiz to help you know where to get the best return on your savings.
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
Disability insurance can keep you afloat if you’re unable to work.
Retirees spend about 20% of their income on health care.
Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.
Life Annuities, like Social Security, send you a check each month as long as you live.
Most elderly Americans need care – from family, paid helpers, or a residential facility
Your family depends on the paychecks the breadwinners bring home. So what would happen should a breadwinner die?
Retirees spend about 20% of their income on health care.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
Social Security provides a basic retirement income.
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...
Life Annuities, like Social Security, send you a check each month as long as you live.
Most elderly Americans need care – from family, paid helpers, or a residential facility
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
A relatively safe way to invest in stocks, bonds, or other investments.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...
A simple quiz to help you know where to get the best return on your savings.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
