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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7 Principles of Long-Term Investing
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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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Knowing your options when a CD matures can help you make a sound investment decision.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A look inside the U.S. government's statistics on household net worth.
Calculating your potential Social Security benefit is a three-step process.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.