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 to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Earnings season can move markets. What is it and why is it important?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.