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?"
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Purchasing homeowners insurance is critical for protecting your home.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Beware of these traps that could upend your retirement.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding the cycle of investing may help you avoid easy pitfalls.