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Transitioning away from your major working years is complicated. There is so much information from so many sources—much of it generic or inaccurate — that it is difficult to make the right choices to provide for the life you envision for yourself while supporting the people and things you care about.

Our passion is to listen to your dreams and goals, then help you develop a concrete plan to pursue them. We will bring our experience to the relationship, assist you in recognizing your options, identify risks, and help in setting your priorities. We will turn your confusion into clarity and confidence, so that you can make smart, thoughtful, strategic decisions that will lead to the future you desire.

Let’s hear your story and then get to work, together, to realize the possibilities.

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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

Retirement Traps to Avoid

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Put It in a Letter

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for Retirement

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An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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Tax Management Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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