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What is more valuable than money? Are you worth more than you think? Where are you going and how will you get there? Will family values and valuables thrive for generations?

Wealth

What first comes to mind when you see the word?

Most people think of money, assets, and financial net worth. We know wealth is much more. Wealth is also about abundance of experiences…fulfillment….purpose in family relations, community involvement, and life.

We counsel our clients on identifying satisfying life experiences, clarifying and aligning their wealth and improving overall quality of life, to achieve life's best outcome.

Wealth

Affords
Clarity

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Purpose

Creates
Confidence

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Harmony

Promotes
Comfort

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Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

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

Social Security Taxes

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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