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Helping Clients Pursue Their Financial Goals

Life is a series of steps. And with each milestone you pass comes the greater need for careful financial planning. Personal Wealth Management is the most personal form of financial services and our highly personalized approach is prudent and thoughtful. We work with you to integrate disciplined investment management with smart financial planning, to better prepare you and your loved ones for the key financial events in your lives. Investing and financial planning are important matters we treat seriously—with knowledge, experience, and discipline. When you work with Cadence Investment Services, you deal directly with highly credentialed investment professionals who adhere to the strictest principles of integrity and objectivity.

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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.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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