Resources

Build Confidence With Everyday Financial Decisions that Strengthens Your Relationship with Money


How much income will you need in retirement?

How much life insurance is the right amount?

Is your current spending aligned with your goals?

calculators


Annuity Tax Advantages

What are the tax advantages of a fixed deferred annuity?

Savings Goals

How much should I save to reach my financial goal?

Retirement Savings 

Are you saving enough for retirement?

College Savings 

What are the tax advantages of a fixed deferred annuity?

Living Expenses

How much am I spending?

Life Insurance Benefits

How long will my life insurance benefits last?

Savings in Retirement

How long will my savings last in retirement?

Cost of Long-Term Care 

What is the cost of long-term care?

Funeral Costs and Final Expenses

Understanding how much the average funeral costs.

401(k) Retirement Income 

Estimate retirement income from my 401(k)

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Sugar Notch, PA 18706

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