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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
You’ve made investments your whole life. Work with us to help make the most of them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
To choose a plan, it’s important to ask yourself four key questions.
There are common mistakes you can avoid when saving for retirement.
This checklist can give you a quick snapshot of how prepared you are.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When markets shift, experienced investors stick to their strategy.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.
Even low inflation rates can pose a threat to investment returns.