OUR SERVICES
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Novus Advisors App
With the new Android and iPhone app
you can easily check on your investments
from anywhere.
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EVERYTHING IN ONE PLACE
All your investment accounts in one place.
CHECK YOUR PERFORMANCE
Check on your investments from anywhere, easily.
MARKET INSIGHTS
Find commentary and get exclusive
market insights.
Newsletters
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.