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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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The Inflation Experience is Painful – and Personal
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.