We strive to help our clients attain peace of mind by fully understanding their financial situation. Providing the highest quality service, products and information to help them be clear and focused on realizing their goals.
Newsletters
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.