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- Custom Strategies
Our mission is to increase your odds of success, reduce investment risk, lower taxes, and help you leave a legacy.Learn More
We work strictly for you as an independent firm, developing strategies that align with your individual goals and objectives.Learn More
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Tips to avoid checking in luggage on your next vacation.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.