Account Links
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AIG (now Corebridge) Annuities 800 445 7862
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DST Vision aggregate account view
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Fidelity Advisor Funds 877 208 0098
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Lincoln Finl Group annuities 877 533 0265 x 1
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Mutual of Omaha 401(k) 888 917 7191
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Pacific Life Annuities 800 722 4448
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Silver Oak Securities 731 668 3825
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Voya Select Advantage IRA 800 584 6001 (must call VOYA to get a PIN first)
Investing Resources
Do I Have Enough Money to Retire? Quick 5 question check up
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How much do you need to save to make up the shortfall--if any. Click this and fill out.
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Financial and Investment Calculators
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Am I an ACTIVE or PASSIVE investor?
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One hour video--must sign up. This is fabulous and will help you immensely if you are trying to decide about Med Part A or B and or Med Advantage or Supplemental (no cost)
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Long Term Care need calculator
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Investing Definitions and Financial Terms
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If you're not sure whether your investment style is conservative, moderate or aggressive, we can help you determine which portfolio model may be right for you. Click on Asset Allocation Tool above to review your investment style, fund asset classes and investment options.
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Research from Andy Martin:
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What Historical Inflation Clusters Tell Us
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The 60/40 Portfolio Will Outlive Us All
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