A Foundation for Your Investment Future
We consider ourselves a resource for investment ideas and income solutions. We seek a relationship where mutual respect and a desire to grow net worth are shared. A comfortable place you can relax and ask questions, never forgetting that it's your money we're talking about.
Newsletters
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?