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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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Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
Debt Stress
There’s a link between debt and stress.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Building Your Legacy
A four-step framework for building a personal legacy.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How Income Taxes Work
A quick look at how federal income taxes work.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.