It is not about us, it is about you.
You are already in control of your financial future through the many small daily decisions as well as the ongoing big decisions life throws at you. We're here to help educate and guide you along the path, but in the end, the choices are yours to make -- plain and simple.
No one wants to be judged for past decisions. Your life starts new everyday. By working together, we can create a financial future that you control -- not one that controls you.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Couples may be able to head off many of the problems in a marriage that money can cause.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Investment account consolidation is important to consider for estate planning.
Five strategies for managing your student debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Disability happens to more people, more often than you may think, and it lasts longer, too.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a quick guide to checking to see if you have unclaimed money.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.