Understanding Your Financial Journey
Regardless of your stage in life, your income or your goals, you need a financial game plan to effectively and efficiently guide you through your financial journey. Your monthly income and expenses, paying off debt, building short-term and long-term savings, and giving all come into play. So how do you make sense of it all?
You don't go it alone, we can work together to guide you along your financial journey.
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Helpful Content
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 Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?