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.Contact Us
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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free eBook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A few strategies that may help you prepare for the cost of higher education.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Learn a little about worldwide currency in this fun infographic
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a quick guide to checking to see if you have unclaimed money.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.
For women, retirement strategy is a long race. It’s helpful to know the route.