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Unity Financial Advisors


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Our commitment is to help you work towards achieving all your financial goals and to guide you towards a ‘worry free’ retirement.


At Unity Financial Advisors, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.


We are relationship driven. Our solutions are not one size fits all. We aim to provide impeccable client service to minimize taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect, maintain, and enhance our clients' lifestyle.  

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The Cost of Procrastination

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Tax Reform: Before and After

Tax Reform: Before and After

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

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

U.S. Personal Savings Rate

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Orchestrating Your Retirement Accounts

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Ascertaining the value of your business is important for a variety of reasons.

Six Most Overlooked Tax Deductions

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What You Should Do About Insurance Following a Divorce

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

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Rightsizing for Retirement

What does your home really cost?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Power of Tax-Deferred Growth

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Saving for College 101

Here’s a crash course on saving for college.

A Fruitful Retirement: Social Security Benefit

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

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