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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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One way to find money is to examine your current spending habits and eliminate money wasters.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Here are five facts about Social Security that are important to keep in mind.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.