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Your Family Index Number: Defining Your Future With Confidence

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your Family Index Number; the individual rate of return you need to achieve your goals and objectives with confidence.

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2015 Financial New Year’s Resolutions

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2015 Financial New Year’s Resolutions

Published by Ben Goethel My running New Year’s Resolution for the past five years has been to give up caffeinated soda. But by January 3rd, I’m usually right back in the habit. Realizing my result will most likely be similar this year, I’ve decided to make some easier-to-implement financial resolutions. Not only are these resolutions easier to follow through on, they can also have a significant impact on your financial future. Here are three options for those looking for some ideas of their own!

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Retirement Planning

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Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen

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Retirement Planning

Infographics

Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared?

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Resources

Maximize Social Security Benefits & Minimize Tax Burden

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this free guide, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

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Social Security

Infographics

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits.

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Social Security

Blog

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits. Click here to open fullscreen

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What Fees Are You Paying In Your 401(k)?

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What Fees Are You Paying In Your 401(k)?

Published by Micah Schmidt, If you are like many workers in the Unites States, your employer offers a defined contribution plan such as a 401(k) or 403(b) as a part of the benefits package. As you look to direct how investments are made within your account, it is important to consider all fees involved along with investment performance to determine the best allocation choice for you.

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Share Buybacks: A Good Alternative?

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Share Buybacks: A Good Alternative?

Published by Bob Loewens Often I have questioned whether it is best for a company to grow earnings per share (EPS) through stock repurchase programs or from re-investing to support higher demand for their products. I have gone so far as to wonder if less emphasis should be placed on buyback driven EPS increases. However, I have come to realize that these efforts can be very attractive to long term results.

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Maximizing Social Security

Videos

Maximizing Social Security

Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.

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