Fee-Based Financial Planning
Pure unbiased advice using a detailed and comprehensive process.
Investment Planning
Guiding your savings toward reaching your goals.
Life Insurance Planning
Protecting your family the way you want to.
Helpful Content
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.