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Guiding Your Financial Path

Life is about the journey, not the destination. So why wait until retirement to pursue your passions? As a full-service financial planning firm, we can help you create a financial strategy that empowers you to live a life you love each day.

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Helpful Content

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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