Many people find it difficult to talk about their financial life. We get that. To get started toward a better future, we help you determine a best course of action and what makes sense to do first.
What changes are you facing? What keeps you up at night? What choices do you have?
What decisions matter for your personal situation? Feeling overwhelmed? Where do you begin?
Financial planning is a big broad topic. It is important to know about those concepts, techniques and solutions that best fit your personal situation. Many things don't. What is good for one person isn't always good for another.
People sometimes create a plan by adding financial 'stuff' without knowing how it will affect what is already in place. While you cannot change the past, you can change course to a better future.
- What does your future look like if you take no action?
- Do you know what you own, why you own it and how you'll use it?
- How much income will you need in retirement? How much do you spend now?
- When will you take Social Security? Do you know your optimal start dates?
- Where will you live? Planning to downsize your home?
- How will your investments really convert to income?
- What lies on the road ahead? If there are detours, will you still get to your destination?
- What are the costs and limitations of Medicare? Have a plan for medical expenses?
- What is possible if you have all your resources working together in one holistic plan?
Organizing your financial life doesn’t have to be overwhelming. You will find that with a financial plan in order, you will be able to think more clearly about the future and make wiser decisions, allowing you to be free to enjoy life.
It all starts with a conversation. Let’s Talk.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The item most homeowners forget on their home improvement project checklist is insurance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.