Educating, Preparing & Implementing Financial Strategies for America

People today are more concerned than ever about outliving their money. With all the bumps in the road through your retirement years, it is vital that you map out your retirement to:

 * Protect your principal and gains

* Minimize taxes

* Keep more of your Social Security check

* Enable your investments to effectively fight inflation 

If you come visit us, you will learn how to invest your money with market gains without market risk. If you are a saver, you will learn how to fight inflation, preserving and increasing your purchasing power without risking your savings. For investors, Wall Street represents financial opportunity but often the market takes away the gains as fast as it gives them. As we age, we can less stand the losses and lack of liquidity in the market as life has given us less time to recover. 



We are reminded of the bumper sticker which says, "Fly first class, your kids will." It is very exciting to show our clients how to generate a lifetime income they can not outlive thereby allowing them to enjoy much of what they have earned without the fear of ever running out of money. We look forward to visiting with you, so that you can also benefit by strategies we have implemented with retirees across our great country.


 

Steve Burton, his family and staff proudly support

The Wounded Warriors Project

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

More Newsletters →