Personal service - Customized Financial Solutions
Are you ready? Ready to begin your life. A life with a financial plan. It's not as hard as you might think. Are you ready?
Newsletters
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?