Creating Peace of Mind!
Creating Peace of Mind!
For Individuals, Business Owners and Professionals since 1994!
Newsletters
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Coping with a Labor Shortage
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.