Nancy M. Wilson, CMFC, LUTCF
Independent Financial Services
Retirement & Business Planning
Roadmapping Your Financial Future
Nancy M. Wilson, CMFC, LUTCF
Ausdal Financial Partners, Inc. (www.ausdal.com)
Member FINRA (www.finra.org) and SIPC (www.sipc.org)
Newsletters
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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?