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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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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?