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20 Results

• 5 Financial Bad Habits to Cut This Year

  When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

• Estate Planning

  In this presentation, we’ll take a look at some general estate planning concepts and strategies.

• Should You Be Concerned About the State of Social Security?

  Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups.

• Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

  While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

• Roth IRA Basics

  There are many factors to consider when determining if a Roth IRA is appropriate for your particular situation and goals.

• The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

  Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

• Market Volatility and the Importance of Staying the Course at Different Ages

  Staying the course through market volatility has different implications at ages 20, 30, 40, 50, and into retirement. Check out these tips. 

• Learn

  Learn at your own pace, attend live online events, and turn to your team for personalized guidance.

• Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

  You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• Strategies Using Life Insurance

  Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.

• Calculators

  Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

• What to Know Before You Open Your Next Investment Account

  Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.

• Invest

  Together, we’ll create a financial plan that that supports your goals and keeps your wish list in mind. Regular meetings will help you stay on track.  

• 6 Tips for Reducing Social Security Taxes

  Determining how your income impacts Social Security (SS) taxes is important for tax planning.

• Introduction to Annuities

  Learn about the different types of annuities and the pros and cons of investing in them.

• Women and Money

  Join us to explore the unique financial challenges women face and discover actionable steps to secure your financial future.

• How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

  Managing 401(k) investments is crucial to planning one's financial future.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.