What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
For some, the social impact of investing is just as important as the return, perhaps more important.
Overview of Medicare Advantage, what’s in them, special rules, and more.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are ways to improve your physical fitness without denting your fiscal fitness.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Make your retirement as exciting as your next vacation.