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9055 SE Bridge Road
Hobe Sound, Florida 33455

Call Us: 772-546-7292

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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What is a Dwelling Fire Policy?

What is a Dwelling Fire Policy?

Do you know what a Dwelling Fire Policy is?

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Did You Know This Fact About Freestanding Structures?

Separate structures on your property may have to be insured separately.

Did You Know This Fact About Trampolines?

Trampolines cause thousands of injuries per year.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Home Mortgage Deduction

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Safeguard Your Digital Estate

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

If a Pipe Breaks

Learn what to do when a pipe bursts with this helpful video flooded with smart tips.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Combine Your Policies and Save

Some things just make perfect sense in pairs.

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