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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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.