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Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic.Read More
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Gaining a better understanding of municipal bonds makes more sense than ever.
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.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.