Money doesn’t come with an owner’s manual.
That’s why we’re here.
There’s no GPS that will lead you to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.
The good news is, we’re here to help. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Redefining Retirement Planning
Millennials are redefining retirement planning.
Important items to consider when purchasing condo insurance.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
One of the most important steps to become financially sufficient is to set up a realistic budget.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a crash course on saving for college.