Do You Know Your Number?
Are you on the right path? Do you know exactly how much money you would need to retire comfortably and remain comfortably retired? Working with our team, we help you build and maintain your financial independence.
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Newsletters
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Pick Your Plastic: Debit or Credit?
Some pros and cons for the use of credit cards versus debit cards for purchases.
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Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
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Four Financial Numbers You Should Know
Four financial numbers that you should understand (and that could potentially improve your financial situation).
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.