2025 Tax Reference Guide

Tax Advantages of an Annuity

Investment Growth Calculator - Compare taxable, tax-deferred, tax-free

Retirement Planning Calculator

Financial Independence Number—The $$ you’ll need to have at retirement. A quick and dirty estimation: Take your projected annual living expenses in retirement and divide that by 0.04 (4%) >> Tada! Keep breathing and book a call.

Best video ever on Whole Life Insurance by Sir Money Moves. It’s a long one with some number crunching so grab that second americano.