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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Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.