How to Retire Early Keeping Up with the Joneses Busting the Bubble Inflation and Your Portfolio

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Our mission is to promote financial literacy and help you understand tax and financial concepts in a simple and enjoyable manner.  We want to help you to make educated and informed financial decisions.  We try to publish as much information as possible, making it straightforward and easy to understand.   Should you have any further questions, call us today at (561) 223-3252.  We will be happy to help!

 

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Variable Universal Life Insurance

Variable Universal Life Insurance

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The Half Million Dollar Baby

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Are Women and Financial Strategies a Mismatch?

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Understanding Marginal Income Tax Brackets

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Estimate how much you have the potential to earn during your working years.

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Principles of Preserving Wealth

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Events on Wall Street

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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