"Helping you make smart choices with your money"

 

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and you can now view E-SEMINARS on each of several critical areas of Financial Planning.

 


 Here is one Retirement Planning Idea:

Are you retired? Are you retiring within the next 5, 10, 15 or 20 years?

Do you enjoy the growth potential of stock and bond investments during the good times? Yet can you afford market crashes and declines when you are in the "Retirement Red Zone?"

Don't you wish you could have the growth of stock and bond investments, AND underlying minimum guarantees?

Please check out the retirement income planning problems and the insured solutions offered by Prudential by clicking here to view an 8 minute client video.


As a licensed Investment Advisor Representative, Freddy Williamson can offer you investment accounts where his compensation is based on FEES ONLY and NO COMMISSION is paid.

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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