• Understanding IRAs

    Both traditional and Roth IRAs feature tax-sheltered growth of earnings. And both give you a wide range of investment choices. However, there are important differences between these two types of IRAs. You must understand these differences before you can choose the type of IRA that's best for you.

  • Estimating your retirement income needs

    You know how important it is to plan for your retirement, but where do you begin?

  • Financial planning: Helping you see the big picture

    Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.

  • Planning for healthcare costs in retirement

    Did you know that health care costs are likely to be your greatest expense during retirement? This makes it especially important to include health care costs in the equation when you consider how much money you need to save for your retirement. Today’s retirees are living much longer in retirement than their parents did—our increased life expectancy is often achieved through medical care. Here are some strategies to help you prepare.

  • The ABCs of 529 plans

    Congress created 529 plans in 1996 in a piece of legislation that had little to do with college — the Small Business Job Protection Act.

  • A topic-focused approach to advice

    A topic-focused approach to planning allows us to provide advice at the time you need it most in order to help plan for major life events and financial decisions, such as saving for education, growing your family, or preparing for retirement.

  • Saving for retirement and a child’s education at the same time

    You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart—you may be able to reach both goals if you make some smart choices now.

  • When marriage ends in divorce or separation

    The end of a marriage is also the beginning of a new financial life. Reconsidering your financial arrangements — whether or not your income will be reduced — should be a priority as you adjust to your new circumstances. The major issues demanding attention and resolution include the following.

  • Don’t let a disability disable your business

    What would happen to your company if you were unable to work due to a disability?

  • Translating goals into action

    Creating an estate plan may seem like a difficult and complex undertaking. But if you approach the task in steps, you will find you can transform your financial goals into an action plan that will help protect your family’s financial future.

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