FIT TO RETIRE™
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here's a breakdown of how the federal government spends your tax money.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are five facts about Social Security that are important to keep in mind.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.