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How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

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    Your Financial Future 

    Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

    Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

    Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

    Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our web site, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer. 

    Helpful Content

    Succeeding at Business Succession

    Succeeding at Business Succession

    There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

    Directors and Officers Liability Insurance

    Directors and Officers Liability Insurance

    Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

    Revising Estate Strategy Assumptions

    Revising Estate Strategy Assumptions

    Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.


    Understanding Long-Term Care

    Understanding the types of long-term-care services—and what those services could cost—may be critical.

    Women and Financial Strategies

    Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

    Insuring Your Second Home

    There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

    Directors and Officers Liability Insurance

    Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

    Three Key Questions to Answer Before Taking Social Security

    When to start? Should I continue to work? How can I maximize my benefit?

    Disability and Your Finances

    In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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    What Is My Current Cash Flow?

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

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    A Look at Systematic Withdrawals

    This calculator may help you estimate how long funds may last given regular withdrawals.

    How Compound Interest Works

    Use this calculator to better see the potential impact of compound interest on an asset.

    Historical Inflation

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

    Doubling Your Money

    This calculator demonstrates the power of compound interest.

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    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    5 Smart Investing Principles

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

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    Principles of Preserving Wealth

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

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    What to Do When You Lose Your Wallet

    Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

    Let's Chat

    It’s never a bad time to speak with your financial advisor about changes in your situation.

    Bursting the Bubble

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

    Ready for Retirement?

    Are you ready for retirement? Here are five words you should consider.

    Social Security: By the Numbers

    Here are five facts about Social Security that might surprise you.

    What Smart Investors Know

    Smart investors take the time to separate emotion from fact.

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