Color of Money Risk Analysis
Explores how you feel about potential gains and losses.
This virtual "safe deposit box" allows you to store important documents and memories along with a comprehensive view of your invested assets. Review your monthly cash flow, asset balances and much more.
Color of Money
Don't overlook your risk exposure within your asset allocation. Asset allocation is an important component to your overall retirement plan and can have an impact on your retirement future.
Social Security Maximization
Social Security is a critical part of most Americans’ retirement plans - but many people miss out on some benefits.
Retirement Income Planning with FIAs
With possible benefits such as growth potential and structured income, fixed indexed annuities may be a solution to your income planning needs.
RFID Secure Sleeves
RFID Secure Sleeves can help prevent criminals from wirelessly scanning your credit cards and potentially stealing your account information.
Although it is difficult to plan for unexpected health costs, having a plan for the rainy days can help put you at ease and allow you to enjoy the sunny days even more.
While many financial concerns may be similar among women and men, there are unique considerations that must be addressed for women in retirement.
Your Color of Money Report
Your Color of Money report will provide an overview of your assets and risk exposure, and outline a strategy to align your assets with your retirement goals.
The Retirement Compass report will outline an income plan and provide an asset assessment to help you determine a strategy for you to take income throughout retirement.
Estate Planning Mistakes
Are your beneficiaries designated correctly and up to date? Failing to update beneficiaries is one mistake that may have far-reaching consequences on the wealth you plan to pass on.
It takes a lifetime to build a legacy, but it’s important to create a plan for how your assets will be passed on to ensure that your legacy serves a meaningful purpose.
Although retirement strategies can include a variety of solutions, minimizing your tax burdens and building a sustainable income strategy should be near the top of your lists.