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What’s Your Risk Score?

As your family CFO, part of our job is to help you analyze and evaluate risk, then determine how much is appropriate for you and your portfolio. We do this by using Riskalyze, which represents an innovative approach to balance the risk in your portfolio against the amount of risk you’re comfortable taking. Watch a short video to learn more about how Riskalyze can help you by clicking on the image to the right, or jump right in and take the Riskalyze assessment by selecting the button below.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate your monthly and annual income from various IRA types.

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

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

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Explaining the SECURE Act and how the changes affect your retirement strategy.

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When do you need a will? The answer is easy: Right Now.

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The decision whether to buy or rent a home may have long-term implications.

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Do you have causes that you want to support with donations?

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