At some point, we will all be retired. Whether by choice or otherwise, when that time comes will you be prepared, or will you run out of money too soon? Many people “hope” they will have enough, but never put their numbers on paper to find out if they actually will have enough. This question causes anxiety and discomfort. Rather than have an uncomfortable experience, people put it off and ignore the question until it is too late to change the outcome.
Our purpose is to encourage and help you reach your retirement and other financial goals. No one can guarantee that will reach any specific goal, but if you work to a plan, the outcome is much more likely to happen. Consider taking a vacation and packing your car and leaving without having the slightest idea of where you are going and what route you will take. If this makes no sense to you, might you be one of the people who spends more time planning your next vacation than planning your potential of thirty years in retirement?
This site is about you. It presents you with a large amount of good information. We can help you put this information into your context, so it is relevant to you. It is very difficult to do this on your own.
Feel free to look around. Visit all the areas of the site. If you have questions, feel free to ask. We are here to help.
Have a great day.
Phone: (440) 205-1277
Mobile and fax: (440) 972-0432
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How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What’s the deal with your yearly free credit report?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Your credit score may influence how much you pay for auto and home insurance.
Life insurance proceeds are generally tax-free. But not in all cases.
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 calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are hundreds of ETFs available. Should you invest in them?
Recent changes in estate tax laws could affect the strategy you have in place.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
The market is as unpredictable as the weather. We’d love to help you prepare.