We travel several paths throughout our lives. One of which is the path to financial freedom. As with most paths we encounter obstacles on our journey.
Our mission is to assist individuals and small businesses. Together we can work as a team to overcome questions that will aid in the journey to financial fun and potentially financial freedom.
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
February 18, 2019 @ 11:24 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.6% | |
| Dow Jones Transportation ETF | +0.2% | |
| Dow Jones Utilities ETF | +0.3% | |
| Nasdaq 100 ETF | +0.2% | |
| S&P 500 ETF | +0.4% | |
| S&P Mid-Cap 400 ETF | +0.4% | |
| OSX Oil Service Sector Index ETF | +14.3% |
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