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- Custom Strategies
Our mission is to increase your odds of success, reduce investment risk, lower taxes, and help you leave a legacy.Learn More
We work strictly for you as an independent firm, developing strategies that align with your individual goals and objectives.Learn More
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Term insurance is the simplest form of life insurance. Here's how it works.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do you have an estate strategy? You should.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know these three personal finance sayings?
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.