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THE IPRO®
Our experienced advisors have helped many people just like you with similar issues and concerns.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.