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