Women and Retirement What Can a Million Dollars Buy You? Social Security: By the Numbers The Cycle of Investing

Understanding Today’s Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

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Helpful Content

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Estate Management Checklist

Estate Management Checklist

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

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Home Mortgage Deduction

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

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

Can I Refinance My Mortgage?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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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.

Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Junk Drawer Approach to Investing

It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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