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Employee Benefits

 

We help you design and negotiate a comprehensive employee benefits plan.

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Compliance

 

Our expert team provides you with the resources and tools needed to stay ahead of the game.

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Administration

 

Our team acts as an extension of your HR department, managing employee benefits for your organization.

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Helpful Content

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

 

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Defining Your Priorities

Achieving a long-term goal, like retirement, starts by taking small actions today.

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

5 Tips for Smarter Decisions in Turbulent Times

Take the long view - 5 tips for staying on track even during volatile times

Not Your Parents’ Finances

From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Home Mortgage Deduction

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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