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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HOT TOPIC — Tax Reform: How Will You Be Affected?
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.
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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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Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
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HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
A look at the relationship between oil and gas prices, and how global factors have driven up prices at U.S. fuel pumps.
Calculators
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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?