Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Do you know what a Dwelling Fire Policy is?
When you’re married and have children, insurance needs will be different.
What can be learned from the savings rate?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five strategies for managing your student debt.
It sounds simple, but paying yourself first can really pay off.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Accidents happen to everyone. We’re here to help.
Making the most of surprises is a great reason to work with us.
Life is as unpredictable as the weather. We’d love to help you prepare.
Why are 401(k) plans, annuities, and IRAs so popular?