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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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A strong financial foundation is key, and our mission is to help you get there through education, balance, and care.

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Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

When Special Care Is Needed: The Special Needs Trust

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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