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When you choose our financial planning services, you benefit by obtaining comprehensive advice from a team of highly qualified professionals – individuals with vast experience in addressing your particular financial needs.

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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The tax rules that govern donating art are complex and confusing. Take a closer look.

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This calculator shows how inflation over the years has impacted purchasing power.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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Use this calculator to estimate your capital gains tax.

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Principles that can help create a portfolio designed to pursue investment goals.

The importance of life insurance, how it works, and how much coverage you need.

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How federal estate taxes work, plus estate management documents and tactics.

Using smart management to get more of what you want and free up assets to invest.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A special needs trust helps care for a special needs child when you’re gone.

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