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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 Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
It sounds simple, but paying yourself first can really pay off.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.
If you died, what would happen to your email archives, social profiles and online accounts?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
$1 million in a diversified portfolio could help finance part of your retirement.
There are nearly 1,200 ETFs available. Should you invest in them?