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Money doesn't come with an owner's manual. That's why we're here.
There's no GPS that will lead you to financial confidence. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services, and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.
The good news is, we’re here to help. We want to know what’s important to you, to understand your unique challenges, and to help guide you to a stable future. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The 12 Steps to Living Confidently: Savings and Cash Flow
Why is Cash Flow so important to understand?
Bank on Your Good Health
How to lower your risk of chronic illness
Donation is on people’s minds around tax season.
Don’t overlook the need for renter’s insurance if you rent your home.
Simple steps may help you foil hackers and protect your privacy.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Understanding the economy's cycles can help put current business conditions in better perspective.
Financial lessons from movies and TV.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
There are three things to consider before dipping into retirement savings to pay for college.