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Let us help you Build a Personalized Financial Plan
Small changes can have a big impact.
For greater peace of mind & more to spend or save.
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,...
Your family depends on the paychecks the breadwinners bring home. So what would happen should a breadwinner die?
Know how you're taxed, how you might save, and how taxes change in retirement.
It changes what you own, what you owe, & your monthly expenses.
Know where your money goes, to spend smarter and live within your means.
A 9-minute checkup to see where you stand and get your finances squared away.
Money in your pocket gets spent. So set up a system that moves it where it should go before it gets spent.
If trust and expertise is what you want, here's how to find a planner that fits the bill.
Make a check list of the things you need to do. It's often not that long. Then knock things down one at a time.
To protect yourself you need a reserve, usually about 2-4 months’ pay.
A simple quiz to help you know where to get the best return on your savings.
If life throws a monkey wrench into your plans
Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?
Get a personal estimate in 6 minutes or less.
Most elderly Americans need care – from family, paid helpers, or a residential facility
Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.
Disability insurance can keep you afloat if you’re unable to work.
You can have your cake, eat it, or do a bit of both.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
A relatively safe way to invest in stocks, bonds, or other investments.
Social Security provides a basic retirement income.
Retirees spend about 20% of their income on health care.
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...
To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.
Retirement planner if you're approaching retirement.
It’s often hard to know how much you’re spending – until you overspend. So set up a system that puts you in control.
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.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
Get what you need, without out-living your savings.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
See how much your savings might grow in average, good, and bad times.
If you don’t have a will, the court will distribute your property according to state laws.
You need to show lenders that you and your home are good investments.
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
See how much your savings might grow in average, good, and bad times.
It changes what you own, what you owe, & your monthly expenses.
Get a personal estimate in 6 minutes or less.
Retirement planner if you're approaching retirement.
Know where your money goes, to spend smarter and live within your means.
Small changes can have a big impact.
To protect yourself you need a reserve, usually about 2-4 months’ pay.
To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.
Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?
Get what you need, without out-living your savings.
Make a check list of the things you need to do. It's often not that long. Then knock things down one at a time.
Money in your pocket gets spent. So set up a system that moves it where it should go before it gets spent.
You need to show lenders that you and your home are good investments.
If trust and expertise is what you want, here's how to find a planner that fits the bill.
For greater peace of mind & more to spend or save.
It’s often hard to know how much you’re spending – until you overspend. So set up a system that puts you in control.
A 9-minute checkup to see where you stand and get your finances squared away.
Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.
If life throws a monkey wrench into your plans
If you don’t have a will, the court will distribute your property according to state laws.
You can have your cake, eat it, or do a bit of both.
Social Security provides a basic retirement income.
A relatively safe way to invest in stocks, bonds, or other investments.
Most elderly Americans need care – from family, paid helpers, or a residential facility
Disability insurance can keep you afloat if you’re unable to work.
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.
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
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.
Retirees spend about 20% of their income on health care.
Life Annuities, like Social Security, send you a check each month as long as you live.
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
Your family depends on the paychecks the breadwinners bring home. So what would happen should a breadwinner die?
Know how you're taxed, how you might save, and how taxes change in retirement.
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...
Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.
