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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Do You Need an Umbrella?
American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.
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Market Measures: Beyond the Dow
A description of the 5 market indexes that are often used as benchmarks to track various categories of investments.
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New Tax Breaks for Pass-Through Entities
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.