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You desire to make an impact, to be heard, and to have a good time along the way. You can look, and probably already have, at how we're structured, or what products, or programs we use. But, ultimately, you need to know that we do what we do because we believe that service is first, that sincerity in relationships, discipline in action, and high integrity lead to success. We are not in this for us, we are in this for you. And, we want you to have the freedom to care for those you love with the support of a team that cares about you.Contact Us
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Around the country, attitudes about retirement are shifting.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?