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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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.