We are a financial and insurance services company with divisions that focus on employee benefits including; retirement plans (401k, 403b, ESOP, profit sharing, defined benefit and deferred-compensation) and executive benefits. The firm engages clients in needs analysis and provides recommendations based on its proprietary process. A client will engage through both one-on-one meetings as well as technology-driven interactions. It’s a personal relationship backed by technology and efficiencies.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Here’s a guide to explain all the parts of Medicare.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is your estate in order? This short quiz may help you assess your overall strategy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
Smart investors take the time to separate emotion from fact.