Independent Life Insurance Solutions and Portfolio Advice

Helpful Content

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

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

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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