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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!
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Being healthy not only makes you feel good, it may also help you financially.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.