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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What can be learned from the savings rate?
Building wealth requires protection from the forces of wealth destruction.
Here are six flags that may make your tax return prime for an IRS audit.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?