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Financial Planning-Investment Management-Tax Consulting

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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, investing, retirement, taxes, financial planning, insurance and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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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