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Helping People Make Wise and Confident Financial Decisions
Helpful Content
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.