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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
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
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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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.