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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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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.