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Protecting Your Intellectual Capital

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

Is Your Classic/Collector Car Underinsured?

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars.

How to Save Money, When Saving Seems Impossible

Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced every month. But there is hope, and there are many easy to use tools to help you make your financial goals a reality.

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

2017 Tax Deadline for Charitable Contributions

Before we know it, the holiday season will be upon us along with certain year-end deadlines, including the December 31st deadline for making tax-deductible charitable contributions for tax-year 2017. As we prepare to enter what is traditionally the giving season, keep the following tips in mind when making charitable donations: 

Four Steps to Valuing an Estate

How much are you worth? Finding out the value of your estate can help you plan and prepare for the future. We thought you might like to learn how it's done.

Emergency Preparedness for Finances

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being prepared financially is just as critical for reducing stress and taking action when the unexpected occurs.

Reasons to Review Your Social Security Statement

Did you know that determining whether your Social Security earnings record is correct falls squarely on your shoulders—not your current or previous employer(s) or the Social Security Administration?

Understanding Medicare

Medicare Basics

It’s important to enroll in Medicare as soon as possible to avoid a gap in coverage or potential penalties for late enrollment.

5 Key Retirement Numbers to Consider

In the seemingly complex world of retirement, there are important numbers you should be aware of that could make or break your overall retirement savings. A recent USA Today article highlights ten numbers that could make or break your retirement1. Here we outline our top five: 
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