Are you Ready for Retirement? Find out Now
Who We Serve
Whether you're a small business owner, pre-retiree/retiree, or rancher/farmer, we can help at every stage of life.
Designed to uncover what is most important to you personally and financially.
Second Opinion Service
Can you answer this with confidence - "Will my money outlive me? Or will I outlive my money?"
U.S. Personal Savings Rate
What can be learned from the savings rate?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It sounds simple, but paying yourself first can really pay off.
Understanding the value of a home warranty.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Tips to avoid checking in luggage on your next vacation.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
Investors seeking world investments can choose between global and international funds. What's the difference?