Cypress Wealth Advisers

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Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Car Affordability

How much can you afford to pay for a car?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?