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Accounting & Tax

We can help take some of the mystery out of your accounting and tax needs.

Wealth Management

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

Technology

Providing insight and information for your small business technology needs.

Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Building Your Legacy

A four-step framework for building a personal legacy.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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