Consider Your Future
Many people find retirement planning painful and frustrating. But it doesn’t have to be. Allow us to simplify the process with our knowledge, experience and patience.
You have enough to worry about without having to assume a second career as a financial planner. Instead, delegate your retirement planning to a professional. As you think about your future consider someone with the experience, knowledge and understanding of investment options to help reach your financial goals.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Five creative (and inexpensive) ideas for motivating your employees.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here's a breakdown of how the federal government spends your tax money.
Six overlooked tax deductions to help manage your tax bill.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are three things to consider before dipping into retirement savings to pay for college.