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Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times
 

We Are Independent Advisors

You can never underestimate the value of financial independence. The freedom and flexibility to make choices makes you feel empowered. As Independent Advisors, we have a wider variety of options and can guide you through decisions without having to cater to proprietary needs. Whether you are coming in to talk about Investments, Retirement Planning, 401k Rollovers, IRA Funding, Life Insurance, Estate Planning or Long Term Care, we can present various products to help guide you along the way. Contact us to learn how we can serve you best.

Helpful Content

Keeping Up with the Joneses

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?

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What Just Happened?

Why have the markets been so volatile recently?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

Tax Management Strategies

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

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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