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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Build a Stronger Financial Future

We are a comprehensive financial planning firm helping individuals and families build stronger financial futures. We believe that investments are just one piece of the puzzle and our team is dedicated to helping you with every aspect of your financial life, whether you are preparing for retirement or saving for your first house.

We can help you clarify your options and show you what your hard-earned wealth represents: choices, comfort, and freedom. Our goal is to remove your anxiety about the future and give you the reassurance of having a roadmap to your ideal life.

Take a look at our helpful retirement video below:


Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Bi-Weekly Payments

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Saving for College 101

Here’s a crash course on saving for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bursting the Bubble

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

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 Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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