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You will find that unlike many websites, our content is updated often with the latest informational articles and videos regarding your taxes, your investments, and your overall financial well-being.
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Save Money with in-House Tax Preparation! Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.
Helpful Content
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When Markets React
When markets shift, experienced investors stick to their strategy.