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Helping You Piece Together a Complex Planning Puzzle
Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals. We focus on helping you make financial decisions and serving as your financial advocate and partner.
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A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Purchasing homeowners insurance is critical for protecting your home.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What’s the deal with your yearly free credit report?
Here are six flags that may make your tax return prime for an IRS audit.
Understanding the value of a home warranty.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are three things to consider before dipping into retirement savings to pay for college.