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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.

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Assess how many days you'll work to pay your federal tax liability.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Assess whether you are running “in the black” or “in the red” each month.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator will help determine whether you should invest funds or pay down debt.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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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What are your options for investing in emerging markets?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

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The decision whether to buy or rent a home may have long-term implications.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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