Join our Medicare Webinar on November 19th at 6 pm ET!
- Are you currently or almost 65 years old?
- Do you have parents who qualify for Medicare?
- Do you receive Social Security?
If any of these apply to you, join us for a special webinar on Medicare with Medicare & Social Security expert, Cindy Lundquist!
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Building Your Legacy
A four-step framework for building a personal legacy.
This worksheet can help you estimate the costs of a four-year college program.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Retirees traveling abroad need to know that their health insurance travels with them.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
There are a few things to consider when buying or leasing your next vehicle.