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Associates

• William Hurckes
• Brandon Hurckes
• Bill Gohs
• Lola Hurckes
• Chris Hurckes, CFP®
• Monica Newberry
• Craig Parr
• Taylor Sandoval
• Kaylee Kirk

Learning Center

Calculators

• Home Affordability
• 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
• 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: Rescuing America’s Safety Net
• Diversifying with Market Caps
• Keep an Eye Out for IRS-Related Scams
• Social Security Offers Benefits from Birth Through Old Age
• Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
• Bear Market Emotions: Strategy vs. Reaction

Research Articles

• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Will I Pay Estate Taxes?
• What Is the History of the Federal Estate Tax?
• Will Social Security Retire Before You Do?
• What Is a Self-Employed Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• What Is a Required Minimum Distribution?
• What Is Tax Deferral?
• What Tax Deductions Are Still Available to Me?
• What Are Dividends?
• What Is Stock?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• How Long Will It Take to Double My Money?
• What Cash Management Tools Are Available?
• What Is a Reverse Mortgage?
• What Savings Alternatives Are Available?
• How Can I Extend My Liability Coverage?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?

Videos

• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• 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