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Providing for your family’s needs, planning for the unexpected and protecting your income and your dignity throughout retirement would be easy…if financial well-being was simply defined by a number on a page. But it’s not. It requires competent and experienced guidance from an objective perspective.

That’s where we can help. At Tyler-Stone Group, we partner with you to take the complexity out of planning for financial independence, now and throughout your years in retirement. Learn more>

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Helpful Content

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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