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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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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

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.


Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Donating Art: Taxation Abstraction

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

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

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

Lifetime of Earnings

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Tax Management Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.


Making the most of surprises is a great reason to work with us.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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