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Our first priority is helping you take care of yourself and your family. 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 my foundation of success.

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Helpful Content

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Social Security: By the Numbers

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

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