Helpful Content
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.