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Financial Complexity. Individuality. Confident Solutions.

Understanding Your Financial Environment

You face unique challenges as you and your business grow and evolve. Taking the mystery out of preparing for today and tomorrow allows you to enjoy the journey toward reaching your goals rather than dread the uncertainties. By gaining insight into your individual situation, we make sense of complex financial situations and create solutions that will empower you to move confidently into the future.

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A Team Approach

Using a team approach provides a broad perspective of solutions to help you reach your goals.

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In The Know

Staying current and connected to resources allows you to experience confidence in your financial decisions.

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Comprehensive Care

Creating a comprehensive plan ensures continuous progress toward your particular goals.

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Helpful Content

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

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

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When Markets React

When markets shift, experienced investors stick to their strategy.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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