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