Planning For The Future Since 1987
Planning for your financial success may seem complicated in today's world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required. As the scope of financial services grows, so does the need for professionals to provide these services. That's why we approach your financial planning needs with access to a variety of experts. It's the key to our success, and yours. We accept new clients on a referral-basis only, from existing clients and from our national network of accountants, attorneys, and other professionals.
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Newsletters
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.