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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Investment Strategies

Whether your goal for investing is to pursue wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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Retirement Planning

Whether you're just starting to plan for retirement, well on your way to retiring or are already retired, our advisors will help you navigate through the process.

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Calculators

Saving for retirement? Planning to buy a new home? Investing for your family’s future? Our financial calculators can assist you in making informed decisions to pursue your financial goals.

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Helpful Content

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

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

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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