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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Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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.
Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.
Approximately 20% of U.S. adults have a disability, according to the CDC.
Is succession a part of your strategic business plan? It should be.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
“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 has a role regardless of how financially independent you are
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a few things to consider when buying or leasing your next vehicle.
Learn about the importance of having an estate strategy in this helpful and informative video.
What are your options for investing in emerging markets?
A couple become Retirement Plan Detectives, searching records from old employers.
Here’s a crash course on saving for college.
Learn about what risk tolerance really means in this helpful and insightful video.