Dow 21,000 - What’s Next?

March 27, 2017

The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000 on November 8th, 2016 to over 21,000 on March 1st.  That’s a move of 16% in a very s

Financial Calucators

January 13, 2017
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Financial calculators assist users in forecasting their financial future by performing financial functions commonly needed in business and commerce. Below are three different financial calculators; Mortgage Calculator, Budget Check Up, and Retirement

Financial Planning - It's what we do

January 03, 2017
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Financial Planning Success

Your financial success depends on a well thought out financial plan that is updated annually. As your net worth grows, so do the complexities of managing your affairs.

Don't let long term care costs destroy your retirement

January 03, 2017
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When we construct a financial plan for our clients we always ask about long term care because we often hear concerns like “who will pay my health care bills if I am not mentally capable?” and “where will the money come from to care for me?”.

The Importance of an Annual Review

December 15, 2016
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An annual review is an essential part of your financial journey to success.  Without an annual review, you may not stay on track to reach your destination.  Changes in your life like births, deaths, divorce, sale of a business and even your health