Two roads diverged in a wood, and I— I took the one less tr A road less traveled on a pathway to financial confidence. And the destination of a peace of mind.

Charting Your Financial Future

 

Discovery

 
 

Education

 
 

Investment Selection and Portfolio Design

 
 

Monitoring

 
 

What is Your Risk Tollerance?

 
 

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Helpful Content

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

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

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Managing Your Lifestyle

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

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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