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Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
Helpful Content
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
9 Facts About Social Security
There are things about Social Security that might surprise you.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?