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WELCOME

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Compass needle pointing to the word Future

Guiding you in the right direction.

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We'll help you make sense of complex financial planning issues

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The most important thing about goals... is having one.

401(k) E - Empower: Saving, Investing and Advice

Empower: Saving, investing and advice (empower-retirement.com)

401(k) H - JULY Services

Start Here - JULY Services

ICP Trust Account Access

Trust Account Access

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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