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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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.