Customized Financial Roadmap
We all face our own unique challenges. Understanding what's important to you allows us to create a customized financial roadmap to help you reach your retirement dreams.
- Specific to your values and goals
- Identify your risk tolerance
- Consider your age
- Project your retirement lifestyle
- Adjust your plan as needed
Customized Financial Roadmap
We all face our own unique challenges. Understanding what’s important to you allows us to create a customized financial roadmap to help you reach your retirement dreams.
- Specific to your values and goals
- Identify your risk tolerance
- Consider your age
- Project your retirement lifestyle
- Adjust your plan as needed
Helpful Content
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.