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We hope you find the answers you are looking for today! Please, take some time to look around the site - there are copies of our past newsletters, all kinds of financial calculators, research articles in the learning center to help you with a topic that interests you, and even e-seminars that you can play back to get advice about a subject that's on your mind. The content is always changing so come back often, and please contact our office with any questions that you may have!
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.