Specialists Who Care
We improve the world by improving your world. Our commitment, integrity and wisdom help you pursue your dreams. Dreams lead to purposeful living and give meaning to our lives.View our Services
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Can you keep up with your children’s mobile slang?
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are things about Social Security that might surprise you.
Building wealth requires protection from the forces of wealth destruction.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.