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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IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Debt Stress
There’s a link between debt and stress.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.