YOUR FUTURE DOSEN'T JUST HAPPEN
WE DO INVESTING BUILT AROUND YOU
You want to be heard.
You are more than a number.
You demand strategies be tied to your goals.
You feel good when you have an advocate working on your behalf.
YOUR financial strategy should be focused on YOUR needs, wants and wishes. Whether you are starting to save, approaching retirement, or are in retirement, there may be multiple options to maximize your strategy.
Newsletters
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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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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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Calculators
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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 72.