Investment Retirement Planning
The Financial ABC’s of Retirement Planning Model is simple to use and understand. The model will allow you to create liquidity, protect principle, protect income, and manage your risk.
Retirement Planning Courses
Three classroom courses teaching The Financial ABC’s of Retirement Planning Model, The Six Pillars of Retirement Income, and Maximizing Your Social Security. Learn why the ABC Model of Retirement Planning is so effective.
College & Financial Aid Planning
A comprehensive college financial aid strategy to maximize the amount of need based aid that you may receive. Specializing in helping families navigate the confusing process of applying for financial aid.
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7 Principles of Long-Term Investing
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What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
It's important to make sure your retirement strategy anticipates health-care expenses.
Healthy habits are one of the greatest gifts to give your child.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Tips to avoid checking in luggage on your next vacation.
Four vacation destinations you might never have thought of.
Estimate how much of your Social Security benefit may be considered taxable.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?