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Helpful Content

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Investments

Investments

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

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for College

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

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

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Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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