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Whether you are a pre-retiree, retiree, or conservative investor, we want you to have a better financial future. We want you to realize financial success for whatever your time horizon is with a portfolio that has carefully managed risk and volatility.Find my Risk Tolerance Services We Offer Meet the Team Contact Us
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Healthy habits are one of the greatest gifts to give your child.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Being healthy not only makes you feel good, it may also help you financially.
Purchasing homeowners insurance is critical for protecting your home.
Learn when it may not make sense to file a claim on your home insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
Women must be ready to spend, on average, more years in retirement than men.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.