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Once Upon a Goal Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement

Thank you for taking the time to visit our site. IPC is a firm that works with individuals and businesses to improve their financial lives. We exist to create value for you, and to make a positive impact on the way you plan for the future. We enhance your ability to build and enjoy your wealth, while simultaneously aiming that you are well protected from any events that could derail you from achieving your goals and dreams. Our mission is to support you in making powerful financial decisions so you can live a more fulfilled life with increased economic confidence and security.

Our vision is to bring greater financial confidence and prosperity to those we come in contact with. The reason we do what we do is to help eliminate the devastating effects of financial unpreparedness and poor protection that exists in many people's lives.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.

As you search our website, send us a note regarding any questions you may have about any particular insurance or investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Helpful Content

Financial Empowerment for Women

Financial Empowerment for Women

Tips on how women can gain financial confidence.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Your Paycheck and You: A Love Story

Your Paycheck and You: A Love Story

Are you showing your paycheck the love it deserves?

 

The Twelve Steps to Living Confidently: Budgeting

One of the most important steps to become financially sufficient is to set up a realistic budget.

Income Protection for Millennials

Income protection insurance can replace earnings during a disability and recovery.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

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