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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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
At what point can you call a personal vehicle commercial?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
Here are five facts about Social Security that might surprise you.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Savvy investors take the time to separate emotion from fact.