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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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Rightsizing for Retirement
What does your home really cost?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.