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Understanding Today’s Financial Environment

What does “wealth” look like to you? How do you envision it? We believe the key to discovering your path to wealth starts with identifying your Purpose and Passion. We’ll work together to clarify your vision of wealth by defining and considering your unique objectives. The outcome is a goal-based plan tied specifically to those objectives. Through understanding your own vision, and the role money plays within that vision, you’ll have the potential to unlock the satisfaction of knowing how to Pursue your Purpose and Passion in life.

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Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.


Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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