A comprehensive evaluation of an individual’s financial state and the creation of a plan designed to meet the individual’s personal needs and financial objectives
Establishing the appropriate asset allocation and on-going monitoring of an investment account based upon an individual’s financial goals and risk profile
Providing fiduciary investment services under Department of Labor regulations including fund selection and investment account management to retirement plan Trustees and Participants
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding the value of a home warranty.
There are four very good reasons to start investing. Do you know what they are?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all your options when it comes to managing your taxable income?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.