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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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding the value of a home warranty.
Understanding the economy's cycles can help put current business conditions in better perspective.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Investors who put off important investment decisions may face potential consequence to their future financial security.
Military families face unique challenges, making personal finance even more critical.
A few strategies that may help you prepare for the cost of higher education.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
With alternative investments, it’s critical to sort through the complexity.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.