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Passion
We are passionate about helping our clients pursue their goals. By working closely with them, we strive to help them feel confident with their investments and progress.
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5 Step Approach
Through a holistic five-step investment process, we are committed to creating customized strategies that address a client's whole financial picture.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.