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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 If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Cash Flow?

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Markets React

When markets shift, experienced investors stick to their strategy.

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