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Caring For All Aspects of Your Financial Life
Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There’s a link between debt and stress.
Retirees traveling abroad need to know that their health insurance travels with them.
There are things about Social Security that might surprise you.
Beware of these traps that could upend your retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.
There are a few things to consider when buying or leasing your next vehicle.