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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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Second marriages are a trigger event to revisit any existing estate strategies.
Knowing your options when a CD matures can help you make a sound investment decision.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know these three personal finance sayings?