Do you need help with the following items?

  • Rolling over a 401k
  • Identifying Quality Mutual Funds
  • Saving for Retirement
  • Starting a Roth IRA
  • Saving money on your Life Insurance Premiums
  • Saving for College
  • Estate Planning
  • How to make the most of your inheritance
  • Generating a guaranteed income in retirement
  • Reducing your tax liabilities
  • Questions on your current investment strategy
  • How to make the most out of your 401k or 403b

If you have questions about any of the above mentioned questions, then you've come to the right place! 

Please give us a call for a FREE no obligation appointment. 812-799-0039

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Investor Profile

Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys

More Calculators →

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

More Newsletters →