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Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Social Security Taxes

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

Paying Off a Credit Card

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

Taxable vs. Tax-Deferred Savings

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

Self-Employed Retirement Plans

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

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

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Retirement Plan Distributions

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

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Surprises

Making the most of surprises is a great reason to work with us.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Saving for College 101

Here’s a crash course on saving for college.

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