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Helpful Content
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Rightsizing for Retirement
What does your home really cost?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Let's Chat
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.