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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Investment Retirement Planning

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.


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AssetLock® Monitoring Tool

AssetLock® Personal

AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for any brokerage or investment account.  It is designed to track and inform users about the progress of their investments.

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College & Financial Aid Planning

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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Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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