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
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The market is as unpredictable as the weather. We’d love to help you prepare.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Five creative (and inexpensive) ideas for motivating your employees.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Tips to avoid checking in luggage on your next vacation.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a crash course on saving for college.
Here’s a quick guide to checking to see if you have unclaimed money.