
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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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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?