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Local. Suddenly Single: 3 Steps to Take Now A Bucket Plan to Go with Your Bucket List Women and Retirement

Navigating Your Retirement

For more than 25 years, our mission has been to liberate you from the stress and anxiety in the day to day grind of understanding markets, investments and financial planning.

As independent financial advisors, we act as your life-long partners who provide you with coaching support, counseling, monitoring and discipline on an ongoing basis. We encourage you to plan ahead for the expected … and unexpected.

When you engage our firm, you gain access to cutting-edge strategic financial planning, state of the art technology and prudent, best-in-class, institutional level money management.

“Go confidently in the direction of your dreams.
Live the life you’ve imagined.”
— Henry David Thoreau

 

Helpful Content

Women and Retirement

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Long-Term-Care Needs

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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