Financial Planning

Tips On Investing An Inheritance Or A Lump Sum of Money Have you recently had a death in your family where you have become an heir to a sum of money?  Are you unsure where or how to invest it.  [...]

Stocks, Bonds, Variable Annuity, or Bank Cd- How Should I Diversify My Savings? It’s been said that having all of your money in one place can be a very risky strategy. Spreading your money [...]

Purchasing A Home Using Your Roth IRA So you are thinking of buying a new house.. Congratulations! Now that you’ve decided to take this step, you have to ask yourself how you will pay for [...]

The Rule Of Thumb For Retirement Income Ah, Retirement. Such a big milestone that all of us look forward to reaching one day. When most people think about their future retirement, it probably [...]

Let Financial Independence Ring! This year we celebrated the 242nd anniversary of America’s independence from England with fireworks, BBQs, swimming, parades, flags and other ceremonies.  [...]

Don’t have enough assets for an estate plan? Think Again! The cost of NOT having an estate plan may outweigh the costs of making an estate plan.  Without a plan your estate will go thru the [...]

Maximize 401(k) Contributions Their are many ways you can maximize 401(k) contributions.  A 401(k) Retirement plan is a great way to invest tax- free dollars.  Their are limitations on when you [...]

Should you sign up for Employer Long-Term Care Benefits? Around 40% of employers offer Long-Term Care Benefits.1  Is it offered at your company?  Should you sign up? It is a more complex decision [...]

3 Potential Risks To Avoid As Your Retirement Date Approaches When it comes to retirement planning, the bottom line is we’re trying to reach some financial goals with the least amount of [...]

I’m Un-Insurable, What options do I have to leave tax-free money to my beneficiaries? Life Insurance, Do you need it?  If properly structured, life insurance offers tax-free proceeds to [...]