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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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Is the Medicare Donut Hole Really Closed?
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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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.