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Understanding Today's Financial Environment
Welcome, I’m (your name), a financial organization in (your city and 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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
At what point can you call a personal vehicle commercial?
In the face of divorce, making changes to insurance coverage may be overlooked.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A quick history of the Federal Reserve and overview of what it does.