Some are expected. Some are not. And we really wouldn't want it any other way. That's what life is all about. But if we plan, we can make life more comfortable, more predictable...and hopefully, more prosperous. That's where we can help.
Understanding the value of a home warranty.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This worksheet can help you estimate the costs of a four-year college program.
Learn a little about worldwide currency in this fun infographic
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Women must be ready to spend, on average, more years in retirement than men.
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
