Our Philosophy in Brief
We believe that living with purpose is the exclusive path to personal fulfillment and happiness. Among the great purposes of personal finance are financial security for yourself - and for your spouse and family if you die prematurely. But, there is another great purpose, which is often overlooked: The creation of family capital, structured to provide a solid foundation for future generations.
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Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
What’s the deal with your yearly free credit report?
There are ways to improve your physical fitness without denting your fiscal fitness.
Four vacation destinations you might never have thought of.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding the value of a home warranty.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.