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Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

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Exit Strategies of the Rich and Famous

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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