Investment Retirement Planning
The Financial ABC’s of Retirement Planning Model is simple to use and understand. The model will allow you to create liquidity, protect principle, protect income, and manage your risk.
Retirement Planning Courses
Three classroom courses teaching The Financial ABC’s of Retirement Planning Model, The Six Pillars of Retirement Income, and Maximizing Your Social Security. Learn why the ABC Model of Retirement Planning is so effective.
College & Financial Aid Planning
A comprehensive college financial aid strategy to maximize the amount of need based aid that you may receive. Specializing in helping families navigate the confusing process of applying for financial aid.
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6 Critical Social Security Facts
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Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Lifestyle considerations in creating your retirement portfolio.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
An inside look at how marginal income tax brackets work.
It's important to understand how inflation is reported and how it can affect investments.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.