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We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

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We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.

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We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.

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Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Saving for College 101

Here’s a crash course on saving for college.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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