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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!
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A quick look at how federal income taxes work.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?