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
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.