Peace of Mind
In today’s world, few things come to mind when considering how to avoid risk except when considering the guarantees built into Life Insurance contracts. Insurance companies provide the peace of mind knowing that your loved ones will be well taken care of long after you’re gone, and a peace of mind knowing that you will not outlive your money.
We can help you protect your family and create a guaranteed income stream for life by evaluating your current situation along with your long-term objectives. We work closely with many of the largest and highly rated insurance companies in the world to find the best solutions for you and your family.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Life insurance proceeds are generally tax-free. But not in all cases.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
At what point can you call a personal vehicle commercial?
Taking regular, periodic withdrawals during retirement can be quite problematic.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?