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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

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Volunteering in Retirement

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

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Social Security Taxes

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

Federal Income Tax

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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