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Life’s Financial Journey

A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Helpful Content

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Should I Buy or Lease an Auto?

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

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

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.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Surprises

Making the most of surprises is a great reason to work with us.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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