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.Let's Get Started
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
View all articles
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?