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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Structuring The Terms Of Your Loan
Often it is necessary to borrow money in order to make large purchases like cars, home improvements, college expenses and emergency purchases. Fortunately, our financial institutions make such loans r...
Read More of this ArticleKeeping Your Plan In Balance
No matter what type of investor you are, it is important to keep your plan on track. Revisit your asset allocation periodically (every year or two, depending on market conditions) and see whether it n...
Read More of this ArticleIntroduction to Estate Planning
Estate Planning:
What is it and why do we do it?
You spend your entire life creating wealth. The more wealth you create the more unhappy the people you leave behind will be without the proper ...
Read More of this ArticleImplementing A Cafeteria Plan
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to select the benefit programs they prefer.
...
Read More of this ArticleGift Tax Fundamentals
The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property ...
Read More of this ArticleHome Insurance Coverage
Your home is the usually the biggest purchase you will make and is your most valuable asset. If you have any damage, you need an insurance agent that will find the best company to fit your needs and s...
Read More of this ArticleA Living Will
You may recall that during the final weeks of his life, former President Richard Nixon refused "heroic measures" and received only palliative (comfort-easing) care at his home. Similarly, former First...
Read More of this ArticleMinimum Retirement Plan Distributions
Most qualified retirement plans offer significant tax benefits for those willing to follow a few IRS specified rules. The government wants to make these plans (401(k)s, Keoghs, SEPs and traditional IR...
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