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