Customized Wealth Management
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Enhancing wealth for this generation and the next.
Newsletters
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
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Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.