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School, State & Municipal Employees
Retirement Planning and Pension Maximization.
Employer sponsored plans, social security, and pensions are all part of the retirement planning puzzle. We can help you put all the pieces together.
Planning for Businesses
Comprehensive business planning solutions.
We can help you determine which retirement plan is most beneficial for your company and your employees.
Planning For Individuals
Experienced financial guidancefor every stage of life.
We can help you devise a financial plan that is tailored to your unique investment needs.
Newsletters
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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.