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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.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all of your choices when it comes to managing your taxable income?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.