FIT TO RETIRE™
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.
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.
Taking regular, periodic withdrawals during retirement can be quite problematic.
One way to find money is to examine your current spending habits and eliminate money wasters.
It's important to make sure your retirement strategy anticipates health-care expenses.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
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.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.