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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Rightsizing for Retirement
What does your home really cost?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.