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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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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 73.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.