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

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Five Most Overlooked Tax Deductions

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

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What Is the Dividend Yield?

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Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

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Principles of Preserving Wealth

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Your Cash Flow Statement

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

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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.

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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Savvy investors take the time to separate emotion from fact.

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

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