Plan for the Future, LIVE IN THE NOW
You have goals for your financial future and we have a long history of providing the kind of objective, professional, and uncompromising advice that seeks to help you get there. But we also believe in helping you enjoy yourself along the way. And if you don’t know where “there” is, we can help with that too.
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When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
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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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.