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Associates

• William Hurckes
• Brandon Hurckes
• Bill Gohs
• Lola Hurckes
• Chris Hurckes
• Monica Newberry
• Craig Parr
• Taylor Sandoval
• Nikki Jagdman
• Shelby Hurckes
• 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
• 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: Rising Rates Join Long List of Housing Dilemmas
• What’s Your Retirement Dream Elevator Pitch?
• Are You Ready to Cancel Your Cable TV?

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?
• What Is a SIMPLE?
• What Is a Roth 401(k)?
• Will Social Security Retire Before You Do?
• What Is a Traditional IRA?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• How Can I Benefit from Tax-Advantaged Investments?
• What Are Dividends?
• What Is Diversification?
• How Do Mutual Funds and Stocks Differ?
• What Advantages Does a Biweekly Mortgage Offer?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• 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

Flipbooks