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Working Together For You
By integrating insurance, investment and wealth management services, our team...
Read MoreFree Portfolio Risk Analysis
Click below to find a helpful tool to assess your current investment portfolio’s risk.
Free Portfolio Risk Analysis
Newsletters
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
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HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.