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Take Control of Your Financial Future

We help our clients address their most pressing financial concerns, from saving for retirement to leaving a lasting legacy, in a comfortable, convenient, and caring way. We are our clients’ personal CFO, life coach, counselor, and friend. When you work with us, you’re part of the family.

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Helpful Content

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

 

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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Estimate Your RMD

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

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.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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.

Perception vs. Reality

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

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