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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

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• 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

Newsletters

• HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025
• 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

• How Can I Benefit from a Wealth Replacement Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is the Best Form of Property Ownership for Me?
• What Is the History of the Federal Estate Tax?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• What Is the Estate Tax?
• What Is the Gift Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Bond Ladder?
• How Are Common and Preferred Stocks Different?
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• How Do Money Market Mutual Funds Work?
• How Can I Better Manage My Short-Term Cash?
• What Is a Reverse Mortgage?
• How Does Inflation Affect Me?
• Why Purchase Life Insurance?
• What Is Life Insurance for Business Owners?
• What Is Variable Life Insurance?
• How Can I Extend My Liability Coverage?

Videos

• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101

Glossary

Quote Requests

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