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With over 50 years of combined financial industry experience, we are well equipped to address all aspects of your unique situation and to seek the most appropriate strategies for treating your overall financial picture. Our extensive experience in investments, retirement planning and business strategies enables us to develop a holistic game plan that helps you pursue your vision of success.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn how to harness the power of compound interest for your investments.