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Understanding Today’s Financial Environment

What does “wealth” look like to you? How do you envision it? We believe the key to discovering your path to wealth starts with identifying your Purpose and Passion. We’ll work together to clarify your vision of wealth by defining and considering your unique objectives. The outcome is a goal-based plan tied specifically to those objectives. Through understanding your own vision, and the role money plays within that vision, you’ll have the potential to unlock the satisfaction of knowing how to Pursue your Purpose and Passion in life.

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Helpful Content

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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