Helping Individuals
We can help take some of the mystery out of preparing for your financial future.
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Our Team
We offer insight and information for employers and employees.
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Investment Strategies
Guidance that can help you understand and better define your financial goals.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.