START PLANNING FOR YOUR FINANCIAL FUTURE NOW!
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- Confused about college savings plans (529 plans)?
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- Need direction for LTC and Life Insurance?
- Have questions about taxable events?
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"Plan Your Future...Enrich Your Life"
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Car Affordability
How much can you afford to pay for a car?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?