RESOURCES
VEHICLES
Rollovers 3
Should I be investing more aggressively?
Don’t Let Your Retirement Savings Goal Get You Down
As a servicemember, can I contribute to an IRA?
What are catch-up contributions?
Deciding When to Retire: When Timing Becomes Critical
Indexed Annuities
Choosing a Beneficiary for Your IRA or 401(k)
Roth Rollover Guide
Diverification
Five Keys to Investing For Retirement
What to Do after You’ve Been Automatically Enrolled in Your Company’s Retirement Plan
How can I gauge my risk tolerance?
Balancing a Retirement Portfolio with Asset Allocation
Why Save for Retirement?
ESTATE PLANNING
Protection Planning
Life Insurance Basics
Caring for an Aging Parent Checklist
Table of Federal Transfer Tax Rates and Exemption Limits
Investment Planning
Conducting a Periodic Review of Your Estate Plan
Investing for Major Financial Goals
Lifetime (Noncharitable) Gifting
My spouse passed away this year. When I file my taxes, what filing status should I claim?
Types of Long-Term Care
Life Insurance: Estate Planning
Evaluating Long-Term Care Insurance (LTCI) Policies Discussion
Inheriting an IRA or Employer-Sponsored Retirement Plan
Investment Planning throughout Retirement
How can I minimize taxes on my estate?
RETIREMENT
What is Medigap?
Social Security Claiming Strategies for Married Couples
In-Service Withdrawals from 401(k) Plans
Medicaid Planning Goals and Strategies
4 Questions about Social Security
Medicaid Planning Basics
What is dollar cost averaging and how do I know if it’s right for me?
Medicaid and Long-Term Care Insurance
Medicare, Medigap, and Medicaid
Financial Stress
Retirement Planning
Social Security Retirement Benefit Basics
Tax-Advantages Savings Vehicles
How Secure Is Social Security?
Does my 16-year-old have to pay Social Security tax on her earnings?
Categories
CREATE YOUR M.A.P.
You wouldn’t start a trip across
ESTATE PLANNING
It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.
FINANCIAL PLANNING
Even if you have the knowledge and ability to manage your own finances, the financial world grows more intricate every day with new products and services introduced.
COMRA ANALYSIS
The Color of Money Risk Assesment can help examine your current financial situation as well as help move your assets to a risk level you are comfortable with.
INCOME PLANNING
The objective
RETIREMENT PLANNING
You may have a very idealistic vision of retirement planning–doing all of the things that you never seem to have time to do now. But how do you pursue that vision?
WEALTH MANAGING
If you haven’t done any wealth management or asset protection planning, your finances are vulnerable to potential future creditors and, should the worst happen, you could lose everything.
LIFE INSURANCE
Life insurance is an agreement between you and an insurer. Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose upon your death, in exchange for your premium payments.