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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investment services, retirement, estate planning strategies, and wealth analysis. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Calculating your potential Social Security benefit is a three-step process.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.