When Markets React Where Is the Market Headed? What Smart Investors Know

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Disability Income

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

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Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Other Sure Thing

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

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