In today’s volatile market and economy, it is important to remember that everything is transitory except our financial health, now and for the future. In order to be comfortable with the current state of the economy, talk to a financial representative that will assure you by taking specific steps and making concrete decisions so your financial health will be taken care of.
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Whole Life insurance can add to your retirement income and allow you to live confidently.
It may help your business be better prepared in the event of the death of a principal or key employee.
Learn a little about worldwide currency in this fun infographic
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
What kind of auto insurance should you have? Do you know?
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?