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Smart financial decisions provide you the opportunity to magnify your life’s purposes. This is not only doing what you want to do, but also doing them when you want.

Our professionals have years of experience in working with investors with financial situations similar to yours. We can assist you in developing a personalized investment strategy seeking to provide steady growth while reducing downside risks, thus allowing you to live your life as you would like.

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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.

From Boats to Brokers

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Bursting the Bubble

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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Getting a Head Start on College Savings

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Insuring Your Second Home

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Five creative (and inexpensive) ideas for motivating your employees.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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

Protecting Those Who Matter Most

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

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There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Rightsizing for Retirement

What does your home really cost?

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