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Secure Planning Strategies is nationally recognized as a leading independent wealth management firm. With over 35 years of experience our advisors utilize a comprehensive financial planning approach to provide a detailed review and analysis of all facets of an individual’s personal and financial situation. At Secure Planning Strategies we have a deep respect for our clients, a team supported by a family-oriented culture, and a commitment to excellence.

Reach out today to experience a more personal approach for your overall planning needs. We look forward to building a brighter future with you.

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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Will Power

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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Donating Art: Taxation Abstraction

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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