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?"
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Purchasing homeowners insurance is critical for protecting your home.
It's important to understand the pros and cons when considering a prepaid debit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a few things to consider when buying or leasing your next vehicle.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?