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?"
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
At what point can you call a personal vehicle commercial?
How long does a $20 bill last?
The uncertainties we face in retirement can erode our sense of confidence.
Building wealth requires protection from the forces of wealth destruction.
Even low inflation rates over an extended period of time can impact your finances in retirement.
These food myths will really put a drain on your wallet.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?