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Right amount of cash


Our experienced professionals have helped many people just like you pursue their financial objectives.

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In the right place


We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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At the right time


Our team approach offers a range of services to provide more benefits to our clients.

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Understanding Your Financial Decision-Making Process

Our clients are increasingly aware that they are facing a future with many financial uncertainties. Our clients include business owners who have successfully shouldered the burden of making payroll, and people approaching the milestone of financial independence who are uncertain of how to switch their portfolio from growth to income and are unsure if their assets will last longer than they do. Blue Ocean Partners helps our clients understand what their financial choices are in their journey through life. We guide them through a process to align their decisions with their goals and values.

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Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Can I Refinance My Mortgage?

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Power of Tax-Deferred Growth

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

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