Our Holistic Planning Approach Involves the Following Areas
50 E. 91st. St., Suite 314
Indianapolis,
IN
46240
Phone:
- (317) 490-8978
Fax:
- (317) 574-2200
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
CalculateNewsletters
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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What the Red-Hot Job Market Means for Workers
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.