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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All rights reserved by David P. Vick, used by permission
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Healthy habits are one of the greatest gifts to give your child.
Understanding how a stock works is key to understanding your investments.
It's important to understand the pros and cons when considering a prepaid debit card.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
There are things you can do to keep yourself safe when you lose your wallet.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Three things to consider before dipping into retirement savings to pay for college.