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
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?