Creating Peace of Mind for Your Life
Securities offered through Packerland Brokerage Services,Inc., an unaffiliated entity, Member FINRA & SIPC
Newsletters
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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
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Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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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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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.