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Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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Patricia Monat, CFP®



Adam Steenblock, CFP®


Helpful Content

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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

 

Retirement Traps to Avoid

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Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Medicare Advantage Plans (Medicare Part C)

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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Estimate how much income may be needed at retirement to maintain your standard of living.

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

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

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Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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