
YOUR FUTURE DOSEN'T JUST HAPPEN
WE DO INVESTING BUILT AROUND YOU
You want to be heard.
You are more than a number.
You demand strategies be tied to your goals.
You feel good when you have an advocate working on your behalf.
YOUR financial strategy should be focused on YOUR needs, wants and wishes. Whether you are starting to save, approaching retirement, or are in retirement, there may be multiple options to maximize your strategy.
Newsletters
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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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.
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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 72.