Where is your path taking you?
- Is your life and money based on sound decisions or is it based on “whatever happens next”?
- Have you taken the time to think about the difference?
- Will your money last as long as you do?
- Are you living the life you always dreamed of?
- What Legacy will you leave your Children?
- How do you want to be remembered?
Perhaps all you need is someone to help you chart a course to
YOUR PATH TO POSSIBILITIES!
"The Lord your God will bless you in all your harvest and in all the work of your hands, and your joy will be complete"
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Tips on insuring your teen driver.
What’s the deal with your yearly free credit report?
Understanding how capital gains are taxed may help you refine your investment strategies.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”