Silver Sail Wealth Advisors

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It May Be Time for a Financial Checkup The Power of Tax-Deferred Growth What Can a Million Dollars Buy You? From Boats to Brokers
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Silver Sail Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

No Obligation Second Opinion

Is your current strategy on track for your financial independence? What to expect from our second-opinion service.

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Elegant and Simple Wealth Management

We help affluent clients address their five biggest concerns.

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Intelligent Investing Crafting Your Portfolio

We understand that with wealth comes responsibility. We can help you effectively manage this responsibility, giving you more wealth-building opportunities and time to live the life you want.

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Helpful Content

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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