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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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December 02, 2020 @ 01:36 PM

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Return of Premium Life Insurance: Protection and Cash Back

This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.

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A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

What Is Cyber Insurance, and Do You Need It?

Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.

Telemedicine: The Virtual Doctor Will See You Now

Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck