Investment Accounts, ROTHs, IRAs, Company Retirement Plans, Trust Accounts, Financial Planning, Estate Planning, Annuities, Life Insurance
Traditional asset allocation
Options trading
Tactical sector allocation
Transfering risk to insurance companies
In today's world, we need all of these strategies!
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.