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We pride ourselves on our diverse financial experience and responsive service. From retirement planning to insurance needs to college funding, we're committed to helping you meet your current and long-term financial objectives. Together we can implement financial planning tools to help you meet these objectives.
Newsletters
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?