Building Your Legacy
A four-step framework for building a personal legacy.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
One way to find money is to examine your current spending habits and eliminate money wasters.
Tips on insuring your teen driver.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Here's a breakdown of how the federal government spends your tax money.
Gaining a better understanding of municipal bonds makes more sense than ever.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making the most of surprises is a great reason to work with us.
Make your retirement as exciting as your next vacation.
Bucket lists don’t have to be for tomorrow.
Learn how to harness the power of compound interest for your investments.