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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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Second marriages are a trigger event to revisit any existing estate strategies.
The item most homeowners forget on their home improvement project checklist is insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Simple steps may help you foil hackers and protect your privacy.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.