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Recognition as one of the Nation's Best WHO WE ARE It May Be Time for a Financial Checkup Bridging the Confidence Gap

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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Helpful Content

Saving for College

Saving for College

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

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Mental Health for the Next Gen: 4 Tips to Support Teens

The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

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

Taxable vs. Tax-Deferred Savings

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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