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MENUAbout TeamMediaStrategies Legacy of Significance™The Living Balance Sheet®Evidence-Based InvestingPodcastResources RetirementEstateInvestmentInsuranceTaxMoneyLifestyleGlossaryTax ResourcesContactKeys to Investing for RetirementNo matter what our occupations, most of us share a common goal of a comfortable retirement. Almost everyone looks forward to the day when they can retire and enjoy more free time.Learn More5 Smart Investment StrategiesWhen it comes to investing, there’s no shortage of theories, approaches, and ideas. Visit a bookstore or search online and you may be overwhelmed with information.Learn MoreThe Rule of 72Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.Learn MoreSuddenly Single: 3 Steps to Take NowHave you found yourself suddenly single? Here are 3 steps to take right now.Learn MoreServing IndividualsWe can help take some of the mystery out of preparing for your financial future.Business PlanningInsight and information for employers and employees.Investment StrategiesWhatever your objectives, we can help you design an investment strategy tailored to your unique situation.Wealth Management Solutions for LifePaying for CollegeGetting MarriedHaving ChildrenBuying a HousePlanning for RetirementEstate StrategiesRetiring for aBusiness OwnerRetirement IncomeRetirement LifestyleLosing a SpouseLeaving a LegacyDownloadOur AppProducts & ServicesPlanning & Advisory ServicesCreate a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.InvestmentsInvest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.InsuranceProtect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.Helpful ContentThe Big Picture–Little Focus on Big IssuesIf the stock market is hitting record highs, why aren’t money managers feeling the love?The Most Overlooked Item of Any Home ImprovementThe item most homeowners forget on their home improvement project checklist is insurance.Should You Borrow from Your 401(k)?Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? ArticlesCalculatorsPresentationsVideosA Primer on DividendsA company's profits can be reinvested or paid out to the company’s shareholders as “dividends."Best Vacations: By Car, By Ship, By Foot, Once in a LifetimeFour vacation destinations you might never have thought of.Required Reading: The Economic Report of the PresidentThe Economic Report of the President can help identify the forces driving — or dragging — the economy.Personal Finance Tips for Military FamiliesMilitary families face unique challenges, making personal finance even more critical. Market View Update - September 2016 The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record hig
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