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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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The uncertainties we face in retirement can erode our sense of confidence.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
It's important to make sure your retirement strategy anticipates health-care expenses.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn about what risk tolerance really means in this helpful and insightful video.
There are a few things to consider when buying or leasing your next vehicle.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Imagine your ideal post-pandemic retirement with this hopeful, animated video.