We provide assistance in the following areas:
- When is the best time for you to retire?
- When is the best time to draw Social Security?
- What is the best option in your pension for you to take?
- Are you saving for retirement in the correct way for your situation?
| - Are your accounts setup to pass to your heirs in the best way for your situation?
- Will you be able to live the life you've come accustom to with what you have saved?
- Is there an optimum year to retire for your specific pension?
- Are you saving in the right type of accounts to maximize your savings?
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- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
| - College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
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- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
| - Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
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- Disability Income Insurance
- Life Insurance
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- When do you need a Trust?
- When do you need a Will?
- Principles of Preserving Wealth
| - Yours, Mine and Ours: Estate Strategies for Second Marriages
- Estate Management 101
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- Tax Planning for Retirement
- Maximize your Tax-Benefited Savings
| - Comparing Actual After-tax Returns
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