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The Decisions Are Yours
Our process is to fully understand and analyze your current financial situation with you, and then to provide you with the information, advice and solutions you need to make the best possible decisions about your financial future.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.Contact Us
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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
For many, retirement includes contributing their time and talents to an organization in need.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Good employee health can be great for the company’s bottom line.
It's important to make sure your retirement strategy anticipates health-care expenses.
It's important to understand how inflation is reported and how it can affect investments.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?