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Our Mission is to be in the business of creating ideal futures for our clients, our community and our team.
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Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.

Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.

Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When Couples Know TV Over Finances
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
Weatherproof Your Small Business
How to risk-proof your small business.
How Do You View Your Future?
Learn how your personality influences your financial views.
Redirect Your Spending Fast
A spending fast can redirect your financial life.
Do You Have Financial Vampires in Your Life?
Financial vampires can take a lot out of you, are there any in your life?
5 Keys to Fiscal Fitness
These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.