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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap
 

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Our primary goals is to develop a long-term, trusting relationship with you. We place great importance on your questions and concerns. Your agenda is our agenda.

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We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are most appropriate for our clients.

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Why

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Helpful Content

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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