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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
For homeowners who think their property taxes are too high, there are ways to appeal.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Healthy habits are one of the greatest gifts to give your child.
Investors who put off important investment decisions may face potential consequence to their future financial security.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, infiltrating the world of bonds.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.