Financial Planning
Our comprehensive Financial Planning process provides solutions to the key issues successful individuals and families are likely to encounter while pursuing their unique financial goals.
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Wealth Management
Our disciplined approach to portfolio management focuses on short-term and milestone goals, personal risk tolerance as well as your lifestyle preferences. Active monitoring aims for wealth preservation and growth through ever changing market conditions.
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Divorce
Expertise and analysis to guide you through complex and unfamiliar territory. We help you understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce.
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Helpful Content
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.