Independent Life Insurance Solutions and Portfolio Advice

Helpful Content

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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

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

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Long-Term-Care Needs

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

Estimate Your RMD

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

Saving for Retirement

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Fed and How It Got That Way

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

An Arm and a Leg

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.

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