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Associates

• Mark Mischke
• Herbert Mischke
• Jacob Mischke
• Eileen Biagini
• Leah Stenzel

Learning Center

Calculators

• Home Affordability
• Mortgage Refinancing
• Credit Card Debt
• Estate Taxes
• Cost of Retirement
• Retirement Portfolio Lifespan
• Tax-Deferred Savings
• IRA Eligibility
• College Funding
• Savings Goals
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Disability Income Insurance

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: High Inflation: How Long Will It Last?
• Working While Receiving Social Security Benefits
• Baseball Lessons That Might Help Change Up Your Finances
• Planning to Quit Your Job? What to Know Before You Go
• Why Small Businesses Should Pay Attention to Accessibility
• Food Inflation: What’s Behind It and How to Cope
• Splurge or Save? Making the Most of Your Income-Tax Refund

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• How Can My Gift Benefit Me and the Charity?
• What Gifting Strategies Are Available to Me?
• Why Do People Buy Annuities?
• How Much Do I Need to Save?
• Don’t Bank Your Retirement on Your Business
• Will Social Security Retire Before You Do?
• Retirement Plan Distributions
• Save Now or Save Later?
• How Can I Benefit from Tax-Advantaged Investments?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• Growth Stocks vs. Value Stocks
• What Is Diversification?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is an Annuity?
• What Investment Risks Should I Know About?
• What Is Dollar-Cost Averaging?
• How Long Will It Take to Double My Money?
• How Can I Better Manage My Short-Term Cash?
• Why Purchase Life Insurance?
• Why Are Annuities Considered an Insurance Product?
• Do I Need a Business Owner Policy?
• How Can I Insure My Future?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Financial Planning: Helping You See the Big Picture
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

• Long-Term Care Insurance
• Group Health
• Life Insurance
• Individual Health
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Flipbooks