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Calculate Your Retirement Satisfaction Score
Retirement Planning is complicated. It's easy to subscribe to the belief that if you're saving money every month then you'll have a successful retirement.
The problem is you don't really know until you've done the math. Let us help you determine if your savings are going to meet your vision for your retirement.
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Simplify Your Finances with Your Asset-Map
Planning your finances is almost never a one-time event. Which means keeping track of our insurance, investments, retirement accounts, insurance, income streams, legal documents and income streams can be confusing.
What if you could get your complete financial picture on a simple, easy to understand single page document?
Well you can with Asset-Map and now
10% Off Already Low Wills & Trusts
Why do I need a will? Would a will or a trust be most appropriate for my needs? How to I approach the subject of estate planning with my spouse/kids/parents?
All of these are very valid questions and not knowing the answers may not have any impact on you but that doesn't mean they don't matter.
Learn about your unique needs and get the proper legal documents in place with an additional 10% off courtesy of your favorite legacy planners!
Private Showing: "The Baby Boomer Dilemma"
The Baby Boomer Dilemma is described as an exposé of America’s retirement experiment.
The documentary film features Nobel prize winning economists, former US Comptroller General, Harvard, Wharton and Stanford Professors and other leading economic experts.
They all gather in this eye-opening documentary to share their strong opinions on the state of retirement in the Unites States. This is a must-see. You can pay to view it online but we have already purchased a copy just for you!