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Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

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

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Social Security: The $64,000 Question

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

Required Reading: The Economic Report of the President

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

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Estate Management Checklist

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

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

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

Inflation & Retirement

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

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Principles of Preserving Wealth

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

Tax Management Strategies

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

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A Bucket Plan to Go with Your Bucket List

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

Surprises

Making the most of surprises is a great reason to work with us.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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