DAVE RAMSEY SMARTVESTOR PRO (SVP)
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals?Learn More
Our Mission: To help our clients manage their wealth through the transitions of life through education, communication and service which exceeds their expectations.
9 Facts About Social Security
There are things about Social Security that might surprise you.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are six flags that may make your tax return prime for an IRS audit.
Purchasing homeowners insurance is critical for protecting your home.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Real Estate Investment Trusts right for your portfolio?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A special needs trust helps care for a special needs child when you’re gone.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.