Lesley Sommers, President
Newsletters
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You
Open enrollment is your chance to make every benefit count.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.