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ARE YOU READY FOR YOUR NEXT BIG ADVENTURE?

If you're like 93% of Americans, you're looking forward to retirement.
But are you really prepared for what lies ahead?
Our free ebook can help you find out. Register today to receive your copy of
"Retire Happy: A Simple Guide to Your Next Big Adventure."



 

Personalized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be challenging to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

We are an independent wealth management firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Everyone’s situation, values and objectives are different. It is our utmost goal is to get to know you in order to provide personalized strategies that will grow with you throughout your life. We take pride in helping growing families and pre-retirees pursue their financial dreams.

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Helpful Content

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Other Sure Thing

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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