Life and Health Insurance
Securing Today, Safeguard Tomorrow! Your peace of mind matters, and we understand that every individual and family is unique. That's why we're here to help you craft the perfect insurance policy that aligns with your life and health needs. Let us guide you through the process and make sure you understand your policy!
Enrolled Agents
An Enrolled Agent is a professional that assists taxpayers with filing of their tax returns, as well as with more complex issues. They can represent taxpayers in audits, collections, and appeals matters before the IRS, the State, and local tax authorities. They are the only federally licensed tax practitioners who have UNLIMITED rights to represent taxpayers before the IRS, just like a CPA or Tax Attorney.
So, if you have an IRS problem, our EAs can help you solve that as qualified Tax Professionals!
Learn More!
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
Financial Planning: Helping You See the Big Picture
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
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6 Reasons to Work with a Financial Professional
Here are six reasons to work with a financial professional no matter what life stage you’re in.
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Putting Together the Retirement Income Puzzle
What key pieces will make up your retirement income puzzle?
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Taking a Financial Inventory
A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.
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A Tiered Investment Strategy
Find out how a tiered investment strategy can help balance income and growth objectives.
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Saving for College with a 529 Plan
Find out how a 529 savings plan can help you save for college.
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Social Security: When Should You Claim Retirement Benefits?
The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.
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The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
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Bonds and Bond Mutual Funds 101
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
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Should You Pay Off Debt or Save for Retirement?
Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
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Handling Market Volatility
These three actions can help you stick to a long-term investing strategy when markets are volatile.
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The Sandwich Generation: Caught in the Middle
Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.
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Digital Deception: Watch Out for Cybercrime
As online commerce and recordkeeping have expanded, so has cybercrime.
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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
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3 Factors to Consider When Investing for the Long Term
These three factors will typically drive your long-term investment strategy.
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4 Things To Do in the 4 Years Before College
These four steps can help you go into the college planning process wisely.
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Should You Sell When the Market Drops?
The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
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Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Women and Money: Taking Charge of Your Financial Future
On their path to financial security, women often face unique financial obstacles.
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