Do You Know Your Number?
Are you on the right path? Do you know exactly how much money you would need to retire comfortably and remain comfortably retired? Working with our team, we help you build and maintain your financial independence.
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Newsletters
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Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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Pick Your Plastic: Debit or Credit?
Some pros and cons for the use of credit cards versus debit cards for purchases.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.