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About Us
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
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Tax Topics
Years of experience have prepared us to guide you through your life transitions.
Become a Client
Becoming a client with us is as easy as it is rewarding.
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Helpful Content
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Building Your Legacy
A four-step framework for building a personal legacy.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Markets React
When markets shift, experienced investors stick to their strategy.