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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Make sure your advisor has the CERTIFIED FINANCIAL PLANNER&#8482; (CFP<sup>&#174;</sup>) designation

Make sure your advisor has the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

The CERTIFIED FINANCIAL PLANNER™ designation is the standard of excellence in financial planning. CFP® professionals meet strict education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Every CFP® has a fiduciary responsibility to focus on your best interests.  

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

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