Pendleton Financial | Employee Benefits & Health Insurance Center:
Helpful Content
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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How Income Taxes Work
A quick look at how federal income taxes work.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government money spends your tax money.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.