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Journey To Successful Financial Management

 

It’s more than education, training, and experience, it is the personal touch. We, at Premier Advisors, will take the time to listen and help you define your financial needs. We will help you develop and implement a plan to accomplish your goals. Education is also important. We help you stay educated about your investments so you can understand and make decisions about your own money.

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The Other Sure Thing

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An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

 

Caring for Aging Parents

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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Agent Jane Bond is on the case, cracking the code on bonds.

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The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

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