Realize Financial Advisors provides answers to some of life's most important questions...yours.
We offer many services, including:
- Roth & Traditional IRA's
- 401(k) distribution options
- Education savings plans
- Account consolidation
- Investments in individual stocks, mutual funds, corporate & municipal bonds
- Annuities
- Life Insurance needs
- Financial Planning
- Business Planning
- Tax Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,766.64 | -4.42% |
| NYSE Composite | 12,547.25 | -3.83% |
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