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Associates

• William Hurckes
• Brandon Hurckes
• Bill Gohs, ChSNC®
• Haley Varys
• Lola Hurckes
• Chris Hurckes, CFP®
• Monica Newberry
• Craig Parr

Learning Center

Calculators

• Loan Payoff
• Credit Card Debt
• Required Minimum Distributions
• Retirement Plan Early Distribution
• IRA Eligibility
• Roth IRA Conversion
• Savings Goals

E-Seminars

Flipbooks

• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
• Home Energy Rebates Could Save You Money
• Would You Be Prepared for an Unplanned Early Retirement?
• A Critical Combo: Life Insurance with Long-Term Care Benefits
• Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
• A Mortgage Recast Is an Alternative to Refinancing
• Charitable Gifts of Life Insurance
• Year-End 2024 Tax Tips
• Eight Ideas for Smarter Holiday Shopping
• An Umbrella Policy Offers Extra Liability Coverage
• Two Tax-Friendly Retirement Plans for the Self-Employed

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• What Is a SEP IRA?
• What Is a SIMPLE?
• How Much Do I Need to Save?
• What Does the Changing Pension Landscape Mean for Retirement?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• How Are Growth and Value Stocks Different?
• How Are Mutual Funds Taxed?
• What Is Stock?
• What Are Zero-Coupon Bonds?
• What Are Some Tips for Managing My Money?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• Is a Home Equity Loan or Line of Credit Right for Me?
• Why Are Annuities Considered an Insurance Product?
• What Is Split-Dollar Life Insurance?
• What Are the Main Types of Auto Insurance?
• What Is the Difference Between an HMO and a PPO?

Videos

• Should You Sell When the Market Drops?
• Financial Planning: Helping You See the Big Picture
• The Pros and Cons of a Big Tax Refund
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request