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Understanding Today's Financial Environment
Welcome, we understand that individuals face unique challenges as they prepare for retirement.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.