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Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Buying vs. Leasing a Car

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.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Building Your Legacy

A four-step framework for building a personal legacy.

A Look at Diversification

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

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Saving for Retirement

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

Home Mortgage Deduction

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Saving for College 101

Here’s a crash course on saving for college.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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