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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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Military families face unique challenges, making personal finance even more critical.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Retirees traveling abroad need to know that their health insurance travels with them.
Knowing your options when a CD matures can help you make a sound investment decision.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There’s a link between debt and stress.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Recent changes in estate tax laws could affect the strategy you have in place.