Caring
One of our primary goals is to develop a long-term, trusting relationship with you.
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Independent
One of the things that makes us more effective as business and financial advisors is our independence.
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Constructive
Insights and understanding that can help you better define your business and financial objectives.
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Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.