Pendleton Financial | Employee Benefits & Health Insurance Center:
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Is your estate in order? This short quiz may help you assess your overall strategy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A quick look at how federal income taxes work.
Here's a breakdown of how the federal government money spends your tax money.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.