Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

Caring

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

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Independent

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

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Practical

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

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You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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Helpful Content

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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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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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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