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We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.Learn More
We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.Learn More
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What role would taxes play in your investment decisions?
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bucket lists don’t have to be for tomorrow.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.