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.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 888-262-6331.

 

Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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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.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Social Security Taxes

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Ready for Retirement?

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.

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