The Key to Your Financial Future
The key to your financial future is that you do more than think about your money. You need to make decisions about your money.
Procrastination is the enemy of wealth. Every day you wait, could be hurting your financial future.
Are you at all concerned about:
- Building and managing your wealth?
- Running out of money in retirement?
- Being able to maintain your lifestyle?
- The suitability of your investments?
- The financial responsibility of caring for loved ones now or in the future?
- Leaving a financial legacy?
- Missed opportunities?
- Making and repeating your money mistakes?
- Paying more than your fair share of taxes?
- Becoming a burden on your family?
Plan. Implement. Manage.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Around the country, attitudes about retirement are shifting.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A change in your mindset during retirement may drive changes to your portfolio.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How will you weather the ups and downs of the business cycle?
How does your ideal retirement differ from reality, and what can we do to better align the two?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.