College Planning
We help our clients get the most free money to send their children to college by lowering their Expected Family Contribution (EFC). We will also help you qualify for increased grants, scholarships, and financial aid.
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Investment Planning
When it comes to investment management, chances are you have questions. Financial planning involves more than simply managing investments. We work with you to develop a strategy that works for you, and a plan that you can understand, so you can confidently move toward your financial goals.
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Helpful Content
How Income Taxes Work
A quick look at how federal income taxes work.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.