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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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Term insurance is the simplest form of life insurance. Here's how it works.
Lifestyle considerations in creating your retirement portfolio.
At what point can you call a personal vehicle commercial?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How long does a $20 bill last?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
What are your options for investing in emerging markets?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.