Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Helpful Content
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Retirement Savings Essentials in your 30s
Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.
Aware of Employment Rights for Workers with Disabilities?
Approximately 20% of U.S. adults have a disability, according to the CDC.
Business Succession Planning Blueprint
Is succession a part of your strategic business plan? It should be.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Starting Out: Reconciling Debt and Opportunity for Young Adu
“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.
Life Insurance for the Financially Independent
Life insurance has a role regardless of how financially independent you are
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Saving for College
This calculator can help you estimate how much you should be saving for college.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Saving for College 101
Here’s a crash course on saving for college.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.