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Women and Retirement It May Be Time for a Financial Checkup

Understanding Today’s Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. Whether you are growing your wealth or wondering how to convert the wealth you have already accumulated into an income stream that can last a lifetime, we can help. We take the mystery out of financial planning, identifying the investment strategies that best meet your needs of today and for many years to come. 

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Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Cash Flow?

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

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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

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Global and International Funds

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

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

Surprises

Making the most of surprises is a great reason to work with us.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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