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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 security. 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 secure 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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Donation is on people’s minds around tax season.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
These food myths will really put a drain on your wallet.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn when it may not make sense to file a claim on your home insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A bucket plan can help you be better prepared for a comfortable retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are hundreds of ETFs available. Should you invest in them?
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.