Learn more about financial concepts, take ownership of your decision-making, and prepare for the future.Learn More
FOR YOUR FAMILY
Protect the ones you love financially. Keep your family safe, no matter what the future brings.Learn More
FOR YOUR BUSINESS
Build a great business. Protect it and take good care of the people who help it thrive. Including you.Learn More
UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.
How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.Contact Us
Redefining Retirement Planning
Millennials are redefining retirement planning.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn how your personality influences your financial views.
A collection of tips from professional travelers.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?