Understanding Today's Financial Environment
Welcome to Financial Independence, LLC, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.Contact Us
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Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The latest trends in travel reflect a rich menu of exciting new possibilities.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The federal government requires deceased individuals to file a final income tax return.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
All about how missing the best market days (or the worst!) might affect your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.