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Retirement Income Planning

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investment Management

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Wealth Protection

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

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Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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