Creating Plans to Help Realize Your Dreams!
You know that feeling you get when people say they’re going to do something by a certain time — and they do? We focus on creating this feeling in our clients.
It’s simple. We find out what our clients’ dreams are and then create a plan to help them realize those dreams. We call it the Dream Realization Plan, a customized roadmap of a five-stage journey to financial freedom. Along the way, we passionately serve our clients through monthly communications, quarterly phone calls, and yearly reviews.
In January 2011, Inspire Financial Group joined U.S. Retirement Partners, an independent national financial services firm specializing in employer-sponsored retirement plans and benefits for public school and governmental employees. We offer retirement planning, financial guidance, and insurance protection to our individual clients.
Engagement in the Dream Realization Plan may involve the recommendation of securities products. Investments have risk and can result in the loss of principal. Participation in the Dream Realization Plan does not guarantee results and you may not achieve your objectives.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Gaining a better understanding of municipal bonds makes more sense than ever.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
An inside look at how marginal income tax brackets work.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.