Learning Center - Cardinal Guide

Learning Center

Looking for more information? We have blogs, videos, and other resources to get you started. If there are any questions we haven’t answered, or you just want to discuss your situation, please reach out! We are here for you.

Show Notes

Estate Planning At 65 Using Life Insurance

Retirement Income Which Lasts A Lifetime

Inherited IRA? Beneficiary Decisions – Planning

Long-Term Care Insurance – Purchased With IRA Money

Medicare 101 – Sign Up and Insurance

Explore Videos

Income Taxes

2025 Federal Income Tax – Brackets and Rates

Life Insurance and Estate Planning

Federal Estate Tax – 2026 Tax Increase/Sunset

Long-Term Care

Hybrid Life/Long Term Care Insurance-IRA Money

IRAs

Roth IRA Conversion Up To 24% Tax Bracket

Resources

Estate Planning At 65 Using Life Insurance

Retirement Income Which Lasts A Lifetime

Inherited IRA? Beneficiary Decisions – Planning

Long-Term Care Insurance – Purchased With IRA Money

Medicare 101 – Sign Up and Insurance

Explore The Blog

Income Taxes

Understanding the 2025 Tax Brackets: A Guide to Smarter Retirement Planning

Life Insurance and Estate Planning

Understanding Federal Estate Tax Changes: What You Need to Know

Long-Term Care

Tom and Chelsey’s Journey: Securing Their Future with Hybrid Life/Long-Term Care Insurance

Social Security

Maximizing Social Security Benefits: A Strategic Approach for Tom and Chelsey

IRAs

Exploring Roth Conversions: A Strategic Financial Planning Case Study

Retirement Income

Planning Your Retirement Income: Meeting Needs, Wants, and Avoiding Running Out of Money

Get In Touch

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Brookstone Capital Management. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Cardinal Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency. Any review of “The Complete Cardinal Guide” is specific to the book and is not an endorsement of the advisor.