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Associates

• F. Clark Denton, MBA
• Steve Andre
• W. Dean Cates, CFP®
• Scott Shoemaker, ChFC
• Ed Shoemaker, CLU

Learning Center

Calculators

• Mortgage Refinancing
• Mortgage Acceleration
• Impact of Inflation
• Tax-Deferred Savings
• Roth IRA Conversion
• Savings Goals
• Savings Accumulation

Research Articles

• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Are My Retirement Plan Distribution Options?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• What Is an Annuity?
• What Are Some Smart Ways to Refinance?
• What Is Term Life Insurance?
• How Can I Insure My Future?
• How Can I Extend My Liability Coverage?
• What Is the Difference Between an HMO and a PPO?
• How Can I Determine the Financial Strength of My Insurance Company?

Glossary