Guiding and Educating You Through Life’s Tough Decisions
Retirement Planning
Retirement planning today has taken on many new dimensions. Discover our new, more personalized approach to adding stability and reliability to your financial future.
401k, IRA Rollover
It's only a matter of time when you're faced with the decision of what you're going to do with your 401k/IRA. But before you decide, it's important to understand all your options.
College Planning
Paying for college appropriately is an important component to protecting your retirement savings. Our college savings strategies offer flexibility, plus advantages you won't find elsewhere.
Bank On Yourself®
Bank On Yourself® can play a key role in your financial security plan. Receive more assurance of safety and growth than conventional investments to help you achieve your goals.
Life Insurance
Insurance is essential to any comprehensive financial security plan. Discover how it can protect you and your family from any undue hardship.
Social Security Strategies
Social Security may be the basis of all your retirement income decisions. Properly managing your Social Security income benefit is an important part of your retirement income process.
Do you know how much money you will need in retirement to live comfortably?
It's never too early to start, but as you get closer to retirement, it's important to start planning in specific detail. Download our complimentary guide, "10 Steps to a Successful Retirement", to begin asking some important questions about your retirement income.
Not sure if you are making the right financial decisions? Schedule your Free Analysis today!
INSPIRING YOU TO MAKE SMARTER, MORE-INFORMED FINANCIAL DECISIONS
UPCOMING EVENTS
Monthly Webinar
5 Tax Advantages the IRS Give You With a Bank On Yourself Policy
Date: Wednesday, March 13, 2019
Time: 2pm EST / 1pm CST
Monthly Webinar
Average Return: Wall Street's Dirty Little Secret
Date: Wednesday, April 10, 2019
Time: 2pm EST / 1pm CST
Monthly Webinar
How Bank On Yourself Whole Life Policy Loans Work
Date: Wednesday, May 8, 2019
Time: 2pm EST / 1pm CST
Summer Webinar Series
Part 1: Bank On Yourself vs. 401(k)s
Date: Wednesday, June 12, 2019
Time: 2pm EST / 1pm CST
Summer Webinar Series
Part 1: Bank On Yourself vs. IRAs/Roth IRAs
Date: Wednesday, July 10, 2019
Time: 2pm EST / 1pm CST
Summer Webinar Series
Part 1: Bank On Yourself vs. Real Estate & Other Investments
Date: Wednesday, August 14, 2019
Time: 2pm EST / 1pm CST
RECENT BLOG POSTS
Pension 101: Tips to Plan Your Retirement Income
If you’ll be receiving pension payments in retirement, consider yourself one of the fortunate few. Pensions are quickly disappearing as an employer benefit. In 1998, 58 percent of Fortune 500 companies offered pensions, also known as defined benefit plans. By 2015 that figure was down to 20 percent.1 Many employers have transitioned to defined contribution […]
These 3 Income Sources Can Increase Your Tax Bill in Retirement
Have you included taxes in your retirement budget? If not, you could be making a big mistake. Many retirees assume their tax exposure will go down after they retire. They may think they no longer have taxable income because they’re not working. The truth is that many common sources of retirement income are taxable. However, […]
Have You Budgeted for These Surprising Retirement Costs?
Have you prepared a projected budget for your retirement? If so, that’s a good first step toward planning your retirement income strategy. Your budget can help you determine how much income you may need and whether you’re on track to reach your goals. You can also use your budget to adjust your spending as needed. […]