Complimentary Consultation Where Is the Market Headed? Retiring the 4% Rule Should You Tap Retirement Savings to Fund College?

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Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Home Mortgage Deduction

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

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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