Values
One of our primary goals is to develop a long-term, trusting relationship with you.
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Accomplishments
One of the things that makes us more effective as financial advisers is our integrity.
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Legacy
We plan to assist you with continuing your families financial legacy.
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How Stocks Work
Understanding how a stock works is key to understanding your investments.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How Income Taxes Work
A quick look at how federal income taxes work.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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 Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.