Individual & Employer
"Navigating new choices
to meet your needs"
"Partnering with your fiduciary to help
your employees prepare for retirement"
Wealth Management &
Business Owner Strategies
"Guiding you through choices to help
you and your family plan for the future"
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
One way to find money is to examine your current spending habits and eliminate money wasters.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to make sure your retirement strategy anticipates health-care expenses.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
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 employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.