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Account Transition Update

We're moving to LPL Financial; read the announcement for more information. Visit our communication portal to learn more about the transition and what it means for your accounts. 

Articles and Videos

Fresh content to help with your financial planning

Three Unique Benefits of a Roth IRA

Have you thought much about your 401k lately? One of the great features of the 401k is its design – you can set it up, forget about it, and let the markets do what they always do. But if you’re about 5 years away from retirement, it might be a good idea to take a second look at your 401(k) allocation.

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Useful Links

A list of links that we believe clients would find beneficial
Financial Calculators

Do you have a link that you think would be helpful to other clients? Let us know.

Tax Resources

Forms, explanations, and other tools to help you manage your taxes
Tax Calendar

Important dates for individuals

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.