Dare to Dream
By increasing your financial well-being, you can have the freedom to dream, the knowledge and tools to plan, and the desire to achieve.
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Proper Planning
Whatever your life stage, there are specific financial goals and tasks you should be thinking about and planning for.
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Professionals by Your Side
With objective, reliable Financial Advisors, you’ll have guidance every step of the way.
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Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The SECURE Act Starts the Clock on Inherited IRAs
Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.