Understanding Today’s Financial Environment
Welcome, we’re COMPANY, a financial organization in CITY, STATE. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
How Income Taxes Work
A quick look at how federal income taxes work.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Technology tips to make your next trip even better.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Lifestyle considerations in creating your retirement portfolio.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn how to harness the power of compound interest for your investments.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Investors seeking world investments can choose between global and international funds. What's the difference?