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For Individuals

Retirement Planning & IRA Accounts

  • 401(k) Rollovers
  • Traditional & Roth IRA accounts
  • IRA consolidation services
A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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Roth 401(k) vs. Traditional 401(k)

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Mutual Funds and Investment Options

  • We can help you choose from thousands of mutual funds offered by dozens of well-known mutual fund companies
  • Choose from a selection of professionally managed investment portfolios or let us build a custom portfolio to match your needs
  • We’ll help you find an appropriate mix of investments that are aligned with your investment goals
The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Fixed and Variable Annuities

  • Have you considered how you'll replace your paycheck during your retirement years?
  • We can help you establish various annuity strategies including fixed, variable, and fixed index annuities to help meet your investment goals

Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided. The guarantees of an annuity contract, including fixed returns, payouts and death benefit guarantees are contingent on the claims-paying ability of the issuing insurance company.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Long-Term Care & Life Insurance Policies

  • Term life insurance guarantees your premium and death benefit amount for the fixed term selected
  • Long-Term Care insurance policies provide coverage for extended term care in assistant living facilites and nursing homes
  • Having the right insurance coverage helps protect your family's assets when it’s needed most
The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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Long-Term-Care Needs

Long-Term-Care Needs

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