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

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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