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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
At American Prosperity Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Try these activities to keep your brain sharp.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A four-step framework for building a personal legacy.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Being healthy not only makes you feel good, it may also help you financially.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Investors seeking world investments can choose between global and international funds. What's the difference?