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Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
608-785-0069
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130
830-620-0131
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
Office: (608) 785-0069
Toll Free: (877) 620-0131
[email protected]
[email protected]
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130
Office: (830) 620-0131
Toll Free: (877) 620-0131
[email protected]
[email protected]


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Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

What the New Tax Bill Means for You

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What does the Tax Reform and Jobs Act mean for you?

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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However exciting retiring abroad may sound, it deserves considerable planning.

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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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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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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator can help you estimate how much you should be saving for college.

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There are a number of ways to withdraw money from a qualified retirement plan.

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A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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There are a few things to consider when buying or leasing your next vehicle.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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