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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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Can you keep up with your children’s mobile slang?
Retirees traveling abroad need to know that their health insurance travels with them.
Here are six flags that may make your tax return prime for an IRS audit.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a few things to consider when buying or leasing your next vehicle.
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A special needs trust helps care for a special needs child when you’re gone.