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Life Insurance

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Comprehensive
Long-Term Care Planning

Annuities

Fixed, Immediate, Indexed,
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Helpful Calculators

Cash Flow Calculators

How does inflation impact my standard of living?Should I pay down debt or invest more?Historical inflation - Compare purchasing power How much do I need for emergencies?Value of reducing or foregoing expenses.How long will my money last?

Credit Calculators

Should I consolidate my personal debt?What is the impact of making extra debt payments?How long will it take to pay off my credit card(s)?Do I have too much debt?Which is better, cash up front or payments over time?Should I pay off debts or invest the money?

Insurance Calculators

What is the future value of an annuity?What are my needs for burial and final expenses?What are my long-term care insurance needs?What are the tax advantages of an annuity?How much life insurance do I need?

Investment Calculators

How should I allocate my assets?What is my risk tolerance?Compare taxable vs. tax-free investment return What is the value of compound interest?Taxable vs. tax-advantaged saving comparison.Certificate of deposit (CD) analyzer

Paycheck & Benefits Calculators

Convert my salary to an equivalent hourly wage.What is the impact of increasing my 401(k) contribution?What may my 401(k) be worth?

Qualified Plan Calculators

What is the impact of early withdrawal from my 401(k)?How much can I contribute to an IRA?How do I maximize my employer 401(k) match?I am self-employed, how much can I contribute to a retirement plan?

Retirement Calculators

How much will I need to save for retirement?I am retired, how long will my savings last?Social security retirement income estimator Are my current retirement savings sufficient?Compare a Roth 401(k) to a Traditional 401(K)How will retirement impact my living expenses?When should I begin saving for retirement?

Saving Calculators

How long will it take to double my money? How much should I save to reach my goal?Save now vs. save later Becoming a millionaire Calculate rate of return

Taxation Calculators

Should I adjust my payroll withholdings?How much self-employment tax will I pay?Capital gains (and losses) tax estimator How much of my social security benefit may be taxable?What is my potential estate tax liability?Federal Income Tax Estimator (Current Year)Will my investment interest be deductible?Compare taxable, tax-deferred, and tax-free growth

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Suite 1200
Atlanta, GA 30309

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2255 Glades Road
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Boca Raton, FL 33431

2054 Vista Parkway
Suite 400
West Palm Beach, FL 33411

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