For Generations to Come
From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.
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Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Rightsizing for Retirement
What does your home really cost?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.