Investment Accounts, ROTHs, IRAs, Company Retirement Plans, Trust Accounts, Financial Planning, Estate Planning, Annuities, Life Insurance
Traditional asset allocation
Options trading
Tactical sector allocation
Transfering risk to insurance companies
In today's world, we need all of these strategies!
Newsletters
-
HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
-
The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
-
Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.