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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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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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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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.