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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.