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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2024 Key Numbers Comprehensive
Newsletters
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.