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 73.
CalculateNewsletters
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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.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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 73.
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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.