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Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.Learn More
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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
At American Prosperity Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When you’re married and have children, insurance needs will be different.
A quick look at how federal income taxes work.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.