Delivering personalized financial advice utilizing tomorrow’s technology.
We are a visionary financial advisory firm, utilizing technology to help you make sound financial decisions. Our goal is to make financial advice, coupled with technology, approachable. While many firms are continuing to shy away from technology, we embrace it. Let’s innovate investing together.
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Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?