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R
You
Financially
Secure?
Let's find out.
Now building customized financial plans for clients!
Love scrolling? Check us out on Facebook!
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.