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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Tax Management Strategies

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Safeguard Your Digital Estate

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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