We hope your visit to our website will help you understand the opportunities that are available when you take a positive approach to your personal financial situation, as well as the value of working with skilled professionals to pursue your financial goals.
Our objective is to provide you more information about who we are, to give you fast, easy access to market performance and data, and to provide you with a variety of financial tools to give you a clearer picture of where you stand and where you're headed. Please take advantage of this resource and visit us often. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
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Newsletters
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Coping with a Labor Shortage
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.