Todd Causey Registered Representative
Newsletters
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.