Welcome to our website! We've put together resources and information on financial topics we believe you will find helpful to help strengthen your future.
Please consider this website a portal of answers to your questions or concerns you may have regarding investment and financial-related topics.
Be sure to check out our E-Seminars, especially if you are interested in retirement or estate planning. Browse through our Articles and Newsletters. Use our Calculators and Quotes. Then contact us and let us know what your interests are and how we can be of further service to you.
Newsletters
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.