Individual Retirement Solutions
Edu4Retirement, Inc. provides financial consulting and investment management services to individuals approaching retirement. We also help those already enjoying retirement to make their income last.Learn More
Edu4Retirement, Inc. helps businesses and organizations manager their 401(k) and retirement plans, implement fiduciary responsibilities and provide ongoing plan governance to help ensure that both employer and employee financial obligations and objectives are met.Learn More
At Edu4Retirement, Inc. we have a comprehensive program designed to teach people about retirement. There are various issues that confront each person as they make their solo journey. Wealth management is a descriptive term that is often used by financial advisors but, most times, has little substance behind it. At Edu4Retirement, Inc. we have a comprehensive program that provides a process for each phase of wealth management.Learn More
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TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Being healthy not only makes you feel good, it may also help you financially.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Healthy habits are one of the greatest gifts to give your child.
Five creative (and inexpensive) ideas for motivating your employees.
The federal government requires deceased individuals to file a final income tax return.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?
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.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.