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Retirement Income Planning

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investment Management

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

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Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

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

Long-Term-Care Needs

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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