Use the link below to access our financial planning tool that can help you get organized and guide you through a debt savings strategy. Financial Planning Tool …
IRS Form W-4
IRS Form W-4 Paper Download IRS Form W-4 Online Estimator We have a video on the IRS form W-4 2020 newest version at the top of this page. If you don't see the correct version …
10bii Financial Calculator
The financial calculator for your iPhone can be found here. You can use any 10bii financial calculator but some work a little differently than others. The link below is the financial calculator that …
Why Annuities?
I don't own an annuity and probably never will. But I still recommend them from time to time. You might be wondering how on earth can someone recommend a product or service they openly admit they …
6 Money Mistakes to avoid for New Parents
As a new parent and having a baby, you are focused on one thing and one thing only -- the baby's health. You have the right thinking. You want to be a good parent. You know it's a huge responsibility, …
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The #1 Myth About Financial Planning
The thought of financial planning can be a lot of things. Overwhelming, Liberating, Scary and Exciting. It’s a smorgasbord of emotions and a journey to financial freedom with a healthy …
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