DAVE RAMSEY SMARTVESTOR PRO (SVP)
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals?Learn More
Our Mission: To help our clients manage their wealth through the transitions of life through education, communication and service which exceeds their expectations.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Four vacation destinations you might never have thought of.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.