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RE: Retirement 18 Years’ Worth of Days Bridging the Confidence Gap Call or Email for a Free Consultation
 

Why You Should Work With Us

  • As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kyle and his team have agreed to act in the best interest of their clients and to disclose any known potential conflicts of interest and to inform you of any new potential conflict of interest so you can make an informed decision.
  • Virtual meetings save you the time and hassle of trying to get to a face-to-face meeting providing you with a more convenient way to stay on top of your financial life. 
  • As an Independent advisor, Kyle and his team do not have tiered production payouts based on how much compensation they earn in a year.
  • We provide transparency regarding the fees, commissions and total costs paid by our clients.
  • We strive to provide quick and effective resolutions to your service related inquiries.
  • We have the resources and backing of our Registered Investment Advisor, Private Portfolio Partners as well as our Broker/Dealer LPL Financial, Member FINRA/SIPC.


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Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

You Would Rather Be...

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Inflation and Your Portfolio

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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