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FINANCIAL CONSULTING

The sooner you start saving, the more time your money has to grow! See Tom’s steps for getting your finances under control. Put your plan into action one step at a time…

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RETIREMENT

Now more than ever, families and individuals need to establish personal budgets.  Increased life expectancies have raised the level of retirement income that is needed…

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INSURANCE

In business, risk managers assess their companies’ internal and external risks and takes steps to limit them. This same process can be used in your personal life. Here are some guidelines…

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INVESTING

One of the keys to successful investing -particularly just prior to or during retirement – is making sure your investments in your portfolio match your investment objectives…

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ESTATE & TAX PLANNING

The federal tax filing deadline of April 15 may seem far away, but the date can sneak up on you before you realize it. The following simple tips may not offer advanced tax planning help…

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BUSINESS SOLUTIONS

No one ever said that running a successful business was easy. Stories about business failures abound, whether failure was due to lack of capital, the wrong idea, the wrong place…

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