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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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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Lease Payment
How much would your monthly lease payment be?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.