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Guidance

Helping you along your financial path as you walk through life.

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Helpful Content

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

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

 

Funding Your Future Health Care Needs

A little planning now can go a long way to help take care of yourself in the future.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Understanding Extended Care

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

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

The 12 Steps to Living Confidently: Legacy and Estate

You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.

Starting Out: Reconciling Debt and Opportunity for Young Adu

“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

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

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.

Managing Your Lifestyle

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

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The Why, What and How of Life Insurance

The Why, What and How of Life Insurance

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Power of Tax-Deferred Growth

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

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

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