Will you outlive your money? My new goal-based planning service can help answer that question and many more, usually in 30-minutes, with simple, easy to understand reports.
Watch Sailing and Rowing - An Investment Strategy for Today
There are times to take advantage of the market environment and times when the priority is simply to avoid market risk. That is why a flexible approach to investing that is designed to adapt to changing market conditions is needed. Asset Allocation is not dead but it is evolving. Many advisors use strategies that are stuck in the 90's. Learn more about the Managing 21st Century Volatility and change the way you think about Asset Allocation with a quick click by watching:
"The Case for Intelligent Diversification".
For more information go to the "Resources" tab above. Learn more about the evolution of asset allocation and portfolio construction as well as meeting two of our strategic part.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Doubling Your Money
This calculator demonstrates the power of compound interest.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Don't let procrastination keep you from pursuing your financial dreams and goals.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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, and those we love may suffer if we are not prepared.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.