Broker Check


Retirement:                                   Estate:

    *    A Look at Systematic Withdrawals                         *    What is my Life Expectancy?

    *    Saving for Retirement                                              *    What is my Current Net Worth?
    *    My Retirement Savings                                            *    What is my Potential Estate Tax?

    *    Roth 401(k) vs. Traditional 401(k)

    *    Inflation & Retirement

    *    Potential Income from an IRA

    *    Estimate Your RMD

    *    Annuity Comparison

Investment:                                    Money:

    *    Taxable vs. Tax-Deferred Savings                             *     What Is My Current Cash Flow? 

    *    How Compound Interest Works                                 *     Historical Inflation
    *    What Is My Risk Tolerance?                                      *     Paying Off a Credit Card

    *    What Is the Dividend Yield?                                      *     Doubling Your Money

    *    Impact of Taxes and Inflation
    *    Saving for College
    *    Contributing to an IRA?

Insurance:                                        Lifestyle:

    *    Assess Your Life Insurance Needs                             *    Interested in a Fuel Efficient Car?

    *    Lifetime of Earnings                                                   *    Should I Buy or Lease an Auto?
    *    Disability Income                                                       *    Should I Pay Off Debt or Invest?
    *    Long-Term-Care Needs                                              *    How Much Home Can I Afford?
                                                                                              *    Can I Refinance My Mortgage?

                                                                                              *    Comparing Mortgage Terms
                                                                                              *    Bi-Weekly Payments