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How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

The right choice for the long-term investor

Welcome to our website! There is an abundance of resources for you to explore here. You can view your investment accounts online by using the Useful Links button. You can research funds or use one of our many financial planning calculators. You can also see how the Dow or NASDAQ performed today and create and track your own investment portfolio. Please feel free to e-mail a question or comment to our office. We will respond just as quickly as possible. Use this site as a resource. Come back often and visit, as there will always be something new for you to explore.

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Vision

To be the most trusted for our professional knowledge, integrity, and personalized service.

Mission To Deliver

To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.

Helpful Content

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Social Security: The $64,000 Question

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

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Principles

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Exit Strategies of the Rich and Famous

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

Jane Bond: Scaling the Ladder

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

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