Laurus Financial Group

Retirement Income Planning Specialists

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Your values.
 

Your personalized financial solution.

The Laurus advisors help you make smart choices about your money so you can achieve your goals in a way that fulfills your values. It's called Values-Based Financial Planning.

The result is a high-trust client relationship. It's a long-term relationship of mutual respect and honor, predicated on a genuine desire to help and a process that creates results.

Our independent firm focuses on you.

As an independent financial services firm, Laurus has the advantage of flexibility, customer focus and accountability in designing an investment plan that truly reflects your values and needs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

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