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R
You
Financially
Secure?
Let's find out.
Now building customized financial plans for clients!
Love scrolling? Check us out on Facebook!
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Will you be able to afford nursing home care?
How much would your monthly lease payment be?
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.