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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.Learn More
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.Learn More
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are things about Social Security that might surprise you.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Currency has been around for a long time. Here’s a quick history lesson.
Knowing the rules may help you decide when to start benefits.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?