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Live Life Today and Be Confident About Tomorrow

Individuals and Families 

Customized strategies to help you reach your life goals.

Business Owners

Planning for sustainability and long-term success.

Physicians

Actionable advice for every stage of your career.


Getting to the Green

Would you like to improve your (financial) game? Our very own Altair M. Gobo has written Getting to the Green, a book about the many things golf, financial planning, and life have in common.

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Helpful Content

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Social Security: The $64,000 Question

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

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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Self-Employed Retirement Plans

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Tax Freedom Day

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Special Care Is Needed: The Special Needs Trust

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Compound Interest

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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