Helpful Content
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
5 Original Ways to Show Your Love
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Do You Know the Whole Life Story?
Change comes at us from every angle as people update and upgrade everything from their diets to their devices, seemingly every day.
Infographic: Inclusivity for the LGBTQ workforce
LGBTQ workers acknowledge progress on the equal rights in employment and workplace benefits. However, there is still a long way to go for organizations to become fully inclusive and empathetic.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.