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Skyscrapers under a blue sky

 "Service That Shines"

Man in a suit and tie sitting at a desk with a pen

James E. Arnold, Sr.
Financial Consultant

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Reviews annual enrollment dates and options for Medicare participants.

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Shows how transfer-on-death designations help avoid probate costs.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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