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The Main Line group of companies are different because we have assembled a seasoned team of multi-disciplined professionals to advise you as your financial future evolves but we focus on a defined process. We know that sound guidance must involve more than simply giving advice on choosing investments and we take a more holistic approach — each client is unique and therefore we develop a custom strategy for ever changing needs and complexities.

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Helpful Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Building Your Legacy

A four-step framework for building a personal legacy.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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Annuity Comparison

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

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

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Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

Acres of Diamonds

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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