A FINANCIAL GOAL without a TAX PLAN is just....a wish
Life requires hard choices. We are focused on providing you with valued guidance and simple solutions.
When it comes to personal finances, life is filled with stress, distraction and uncertainty. For many, this challenge is compounded by the complexity of tax laws and the confusion of financial and insurance products.
With our integrated planning approach, our consultants are able to help you navigate these waters and set you on your path to financial wellness.
Newsletters
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.