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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

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

 

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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