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Enough is greater than more. Prosperity brings the power of knowledge and experience to help you achieve freedom and goals through purpose based planning.Learn More
Retirement readiness isn't just about your finances. It's also about health, relationships, self-identity, and social life. Our unique FIT-TO-RETIRE® program gives you a readiness roadmap to embark on a successful retirement.Learn More
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When considering life insurance, it's important to understand your options.
Tips to avoid checking in luggage on your next vacation.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Why are 401(k) plans, annuities, and IRAs so popular?