BACK9 Retirement Solutions

07/04/2023

This Independence Day, we’re grateful for this country granting us the ability to bring our business to life and make our dreams a reality - we’re also grateful for your role in supporting us!

Have a happy and safe Independence Day!

05/13/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

05/08/2023

Are you worried about outliving your retirement savings? You are not alone.

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

05/08/2023

From saving for college to buying a house to expanding your family and planning for retirement, there are tons of milestones you need to take into account when planning out your financial future.

Let me help!

Sign up for my Financial Services Newsletter by visiting https://back9atps.oureliteexperience.com/FISN0001

05/06/2023

What will your family do if you can't earn an income? Here are steps you can take today.

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

05/06/2023

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

Monthly Market Insights | May 2023 U.S. Markets The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1 Rest at the end, not in the middle. Kobe Bryant, 18-time NBA All-Star, winner of f...

05/01/2023

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

04/29/2023

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

04/24/2023

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

04/22/2023

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

04/17/2023

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

04/15/2023

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.