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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Making Sense of Bond Behavior
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
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Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
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HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
Why federal budget deficits are rising, and what the current fiscal situation could mean for the future of the U.S. economy.
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Disaster Insurance Can Help Your Company Stay Afloat
It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.
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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Car Affordability
How much can you afford to pay for a car?
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.