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Start here if you are single, divorced, or widowed
From immediate needs to long-term goals, we help you prioritize your objectives with cohesive strategies.Learn More
Start here if you are a family
As you build your career, we help you determine how to manage your wealth and maintain a healthy cash flow.Learn More
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Juggling business ownership and your personal finances isn't easy. We can help you stay on track.Learn More
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
It's important to make sure your retirement strategy anticipates health-care expenses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Do your insurance needs stay the same when the nest empties?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.