Understanding Your Financial Journey
Regardless of your stage in life, your income or your goals, you need a financial game plan to effectively and efficiently guide you through your financial journey. Your monthly income and expenses, paying off debt, building short-term and long-term savings, and giving all come into play. So how do you make sense of it all?
You don't go it alone, we can work together to guide you along your financial journey.
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Helpful Content
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?