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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
 

Helping Clients Invest in Their Financial Dreams

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At (Firm), we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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