Your family, your business, your financial success...building your dreams together
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Newsletters
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.