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Charting the Course to Financial Freedom

Imagine for a moment what your life would be like if you had a financial strategy based on what was truly important to you, where all your financial resources are working in harmony to help accomplish what you most deeply care about. 

Every great accomplishment has a sound strategy behind it, and creating the financial future you desire is no different. Creating a plan is a process. It can help provide clarity, freedom and confidence and put you on the path towards a full and joyful life.

We look forward to helping you make your goals and the dreams beyond your goals a reality.

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Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Keep Your Umbrella Handy

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

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Required Reading: The Economic Report of the President

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The Anatomy of an Index

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When you’re married and have children, insurance needs will be different.

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A Look at Systematic Withdrawals

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Use this calculator to compare the future value of investments with different tax consequences.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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

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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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