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When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype

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

No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Estate Management 101

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

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Should I Buy or Lease an Auto?

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

My Retirement Savings

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

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.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

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

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?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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