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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The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A letter of instruction provides additional and more personal information regarding your estate.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
A four-step framework for building a personal legacy.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.