We are a full service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
What's your vision of retirement?
Lifestyle considerations in creating your retirement portfolio.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
What’s the deal with your yearly free credit report?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When markets shift, experienced investors stick to their strategy.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
If you died, what would happen to your email archives, social profiles and online accounts?
When you retire, how will you treat your next chapter?