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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

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

When Heirs are Imperfect

When Heirs are Imperfect

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

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Most Overlooked Item of Any Home Improvement

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

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Federal Income Tax

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

Home Mortgage Deduction

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

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

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5 Smart Investing Principles

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

It May Be Time for a Financial Checkup

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

Saving for College 101

Here’s a crash course on saving for college.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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