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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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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

What is the Value of Your Business?

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

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 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.

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