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
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.