Employee Benefits
You face a multitude of choices and costs to weigh when considering how to recruit and retain your employees. We help our clients find the best mix of benefits to meet your strategic goals.
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Risk Management
Protect your business. Protect your home and valuables. Our property and casualty insurance advisors understand your needs, from workers compensation to general bonding, tenants’ policies to umbrella coverage. We offer commercial and personal lines of insurance.
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Retirement Planning
After you’ve paid your employees, what’s left for you, the business owner? How have you planned for life in retirement? Our experienced advisors work with you to develop a strategy to envision and achieve your goals.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.