Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
National Lab 401k Plans
Once you retire, you have a couple of options for the management of your 401k retirement savings. We are well versed with these options and very familiar with National Lab 401k accounts. Our team can also help you rollover the assets to an IRA for a greater selection of investments and personalized service. Schedule a free 401k consultation below!
Early Retirement from the Site
If you are considering an early retirement, you will need to plan for things like retirement income, health insurance, and a potentially longer than expected lifespan. We know special tax provisions and social security strategies that can help you make the early retirement leap with confidence.
Taxes in Retirement
Many fail to create a tax strategy in retirement and end up surrendering a lot of their hard earned savings to the IRS. We help our clients optimize their withdrawals, charitable contributions, and required distributions so they can hold onto more of their retirement nest egg.
Debt
Excessive or High-Interest debt can derail your retirement plan if not managed correctly. Our planning software can help you create a plan to pay it off efficiently and prevent it from detracting from your goals.
Long-term Care
About 70% of Americans over age 65 will need some form of long-term care at the end of their lives and it won't be cheap. We help our clients make a plan to finance this big expense so they don't have to rely on family to take care of them.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.