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How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job

Our commitment is to help you plan and pursue your financial goals. We consider it an honor and a privilege to help our clients make sound investment decisions that can contribute toward a stable future. Whether you are an individual seeking retirement income planning or are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. We provide impeccable client service and work with professional money managers in order to assist our clients with their financial goals. In conjunction with our service, we provide education and a transparent fee structure so all of our clients understand the different types of investments, associated risk, and overall cost.

We appreciate your visit! Call or email us for a complimentary review of your current investments.

Helpful Content

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

 

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

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

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.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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.

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