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The Cycle of Investing Events on Wall Street Perception vs. Reality

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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Tax Freedom Day

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

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

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.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Saving for College 101

Here’s a crash course on saving for college.

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