
Navigate through Retirement
Feeling like you are anchored down?
Attend one of our monthly Workshops or Meet with us one on one to learn how we can help Navigate through Retirement. Learn various ways to generate income through Options.
"Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. "
Mark A. Cline
Managing Partner & Sr. Wealth Advisor
John P. Gaffney, CFS , AIF®,
Managing Partner & Sr. Investment Specialist , Portfolio Manager, Accredited Investment Fiduciary®
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Newsletters
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?