We can’t change the direction of the wind, but we can adjust your sails to help you reach your destination.View our Services
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
When markets shift, experienced investors stick to their strategy.
There are a few things to consider when buying or leasing your next vehicle.