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No speculation or guessing. Decisions are made on extensive research and analysis for college, retirement, estate, Social Security, asset allocation and insurance needs analysis.
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We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.
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Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.