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Explore Your Future

Investments



Where to begin


Your choices impact more people and can have longer lasting effects then ever before. Follow our systematic process to help you pursue your financial goals.



Asset Allocation


Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk



Investment Policy Statement


Find out how an Investment Policy Statement can help you manage your portfolios and help you achieve your financial goals in this video.


Estate Planning



Creative Planning


Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle.



Wills*


Wills help you control how your assets are distributed. Learn how you can provide your family with a financial roadmap in this video.



How to Save for Retirement


Let’s make sure you’re prepared for retirement. Check out this video to see if you’re on the right track.


Insurance



Insurance


Proper life insurance is the cornerstone of your family’s financial plan. Watch this video to find out how you can get prepared.



ILIT


Trusts can provide financial advantages for you and your family. This video explains how Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies.



Extended Care: A Patchwork fo Possibilities


What is your plan for health care during retirement?


Retirement



Retirement Education


It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video.



Retirement Income Education


Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.


The Cycle of Investing


Understanding the cycle of investing may help you avoid easy pitfalls.


LifeStyle



Elder Care


Taking care of your parents can be emotional and expensive. Watch this video to learn about steps you can take to overcome these challenges.



How to Save for College


It’s never too late to start saving for your child’s college education. This video identifies college funding strategies that can help you afford the high price of higher education.



Buy or Lease a Car


Your children may need some guidance when it comes to deciding whether or not to buy or lease a car. This video helps explain the benefits and drawbacks of each option.


Tax Management Strategies*

Tax-Deferred Growth

The Power of Tax-Deferred Growth


Why are 401(k) plans, annuities, and IRAs so popular?

Social Security Benefit

Tuning Your Social Security Benefit


When should you take your Social Security benefit?

Income Tax

The Facts About Income Tax


Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.



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* Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.


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