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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Tax preparation may be the perfect time to give the household budget a check-up.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Ascertaining the value of your business is important for a variety of reasons.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?