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    With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.

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Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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