10/27/2023
Limited Time 5yr Special -
We use a combination of specific products and exclusive strategies that offer our clients results th
10/27/2023
Limited Time 5yr Special -
11/24/2021
Thankful for You! -
07/21/2020
How would you like to get a CD right now earning you a GUARANTEED 3.0% rate each year for the next 3 years? Well you can’t, at least not at a bank.
But you can through an insurance company.
• Nothing hidden.
• Minimum deposit only $10,000
• Tax Deferred CD Buster
• Super easy, super clean
Interested? Just hit “reply” to this message and we will fill you in on the details.
03/10/2020
Market Volatility
Market Volatility CONTENT WITH Market Volatility Navigating when markets get rough. With a disciplined approach, you can learn to manage volatility for your benefit-while minimizing risks. Here are four steps to consider. Selling stocks when markets drop can make a paper loss permanent. Hear one man's story.
02/28/2020
The Coronavirus and the Global Economy Anything that affects China, the world's second-largest economy, can have a powerful ripple effect globally.
02/27/2020
How Much of Your Income Do You Need to Replace in Retirement?
How Much of Your Income Do You Need to Replace in Retirement? I've heard that generally speaking you can get by on 70-80 percent of your annual income in retirement. Is that really a reliable estimate? But a guideline is one thing-and reality can be another. So your question gets right to the heart of the matter: How much of your annual income do you really ne...
02/26/2020
Stock market returns & presidential elections | Fidelity
Stock market returns & presidential elections | Fidelity History suggests that US stock market returns are correlated with the presidential election cycle. The first 2 years of a presidential term have been associated with below-average returns, while the last 2 years have been well above-average. But there are some clear exceptions. So always focus first...
11/28/2019
11/26/2019
Selecting a Trust to Suit Your Needs
Selecting a Trust to Suit Your Needs "A lot of people think you use one or the other, but nothing could be further from the truth," says Jim Madden, a Schwab wealth strategist in Phoenix. " Everyone should have a will, whereas the suitability of a trust depends on your individual circumstances."
10/07/2019
Why Consider a Roth IRA Conversion and How to Do It
Why Consider a Roth IRA Conversion and How to Do It Does it ever make sense to pay taxes on retirement savings sooner rather than later? When it comes to a Roth Individual Retirement Account (IRA), the answer could be yes. That's because, although a Roth IRA is funded with after-tax dollars, qualified withdrawals are entirely tax-free.
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