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
For professional backgrounds of brokers and brokerage firms, as well as investment adviser firms and advisers, visit BrokerCheck at https://brokercheck.finra.org/.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Calculating your potential Social Security benefit is a three-step process.
Tips to avoid checking in luggage on your next vacation.
Here’s a guide to explain all the parts of Medicare.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirees traveling abroad need to know that their health insurance travels with them.
Read this overview to learn how financial advisors are compensated.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.