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 financial advisors is our independence.
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Practical
Insights and understanding that can help you better define your financial objectives.
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How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Building Your Legacy
A four-step framework for building a personal legacy.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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 Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Rightsizing for Retirement
What does your home really cost?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.