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Focus, simplicity, think differently. Think boundlessly, work purposefully, live passionately. You can’t predict. You can prepare. If I am through learning, I am through.
 

What is the origin of White Blaze?

Hikers along the Appalachian Trail are guided in their journey by a series of vertical markings painted on trees by those who have navigated the trail before. These "white blaze" markings alert hikers to changes in terrain, forks in the trail and other decision points. They also reassure hikers that they are on the right path.

We took the name White Blaze for our team because we too guide our clients, providing clear and reliable advice, as they make their way toward achieving their financial goals and independence. Like those markings, we will be with them at all points along the trail, and with the next generation to help ensure that they successfully pursue their destination too.

Financial Planning

Your dynamic financial plan should balance accumulation, distribution, preservation and contingency strategies as you move through different stages of life.

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Investment Management

The best investment strategy for you is to build a portfolio that maximizes your potential of meeting your goals.

 

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Latest News

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Helpful Content

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See how long your current savings might last if a disability interrupted your income.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Risk Perspective

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Key Money Moments: 4 Times You Should Talk to a Pro

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Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

The Big Pause

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Estimate how much home may fit within your budget based on income and expenses.

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See how much you may need to save now to cover future college costs for your child.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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