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Our mission is to increase your odds of success, reduce investment risk, lower taxes, and help you leave a legacy.Learn More
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Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Calculating your potential Social Security benefit is a three-step process.
Retirees traveling abroad need to know that their health insurance travels with them.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
Learn about what risk tolerance really means in this helpful and insightful video.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.