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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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Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Keeping Good Records is Good Business

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Saving for College 101

Here’s a crash course on saving for college.

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When should you take your Social Security benefit?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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