Magnify Your Life’s Purpose
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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.