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One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
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We maintain relationships with many brokers/dealers, allowing us to pursue the best possible value for your investments. This independent, unbiased approach ensures that we are always working, with your best interests in mind.
Learn MoreHelpful Content
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.