Broker Check

  • 3091 East 98th St. • Suite 200
  • Indianapolis, IN 46280
  • 317-706-0890 (P) • 317-706-0910 (F)
How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job
 
 

Helpful Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

9 Facts About Social Security

There are things about Social Security that might surprise you.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles arrow

My Retirement Savings

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Saving for College 101

Here’s a crash course on saving for college.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

View all videos arrow