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This site contains many items of interest involving Financial and Tax matters. As you browse, jot down any questions and ask us for the answers. There is no charge for preliminary phone calls. There is no charge for an initial background office conference. If your inquiry is leading to chargeable time, we'll let you know in advance.
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Helpful Content
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Practical Moves to Safeguard Your Financial Progress
Explore these strategies to help protect your purchasing power in a world of rising costs.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.