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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.