Here we provide you with additional resources to assist you with managing your financial future.
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We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this site useful and look forward to a long, continued relationship.
Helpful Content
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
When Markets React
When markets shift, experienced investors stick to their strategy.