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.
Here are six flags that may make your tax return prime for an IRS audit.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Technology tips to make your next trip even better.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn when it may not make sense to file a claim on your home insurance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
