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Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.

The path of a company should be dictated by the voices of the people it serves …

  • Setting a Higher Standard
  • Pursuing Financial Independence
  • Personalized Wealth Management Strategy
  • Knowledge, Experience and Integrity Working For You
  • Comprehensive Portfolio Management

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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Federal Income Tax

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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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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.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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