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Providing financial planning services that support our clients' vision of leading smart, sound and valued lives.
Helpful Content
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Rule of 72
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.