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Engage with some of the best minds in the financial industry.   Learn a strong planning approach or an insightful investment strategy... Or simply set an appointment to look over finances with our group.

EPG Financial Workshops are powerful events that offer... >> Read more >>

 

 Latest Workshop(s):

-- STAY TUNED FOR UPCOMING WORKSHOPS!

 

 
 
Workshop: Will Your Retirement Money Endure?:
Learn from the World's #1 Bond Manager
Tuesday, August 30, 2011 (Princeton, NJ)
 
 
  
--STAY TUNED --
 
 
 
Workshop: Will Your Retirement Money Endure?:
Learn from the World's #1 Bond Manager
Wednesday, August 31, 2011 (Lahaska, PA)
 
 

 
Calculators

Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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