Resources

Articles

Articles

We believe knowledge is the foundation of all success. Browse our vast wealth of knowledge in a variety of financial categories that suite your particular interest.

 

Financial Scorecard

Financial Scorecard

Looking for a relatively quick way to gauge your current financial position? Try our Financial Scorecard for a big picture analysis, free-of-charge.

 

THE RIGHT STRATEGY AT THE RIGHT TIME IS THE ULTIMATE RECIPE FOR SUCCESS

Learn key strategies and tested best-practices for each phase of your life.

Starting a family

Starting a family

Settling down doesn’t mean life is calming down.

 

Growing Kids

Growing Kids

Poopy diapers should stink, not your financial insights.

 

Nearing Retirement

Nearing Retirement

Hard work pays off, let’s finish strong.

 

Retirement

Retirement

Stop worrying that you’ll run out of money in retirement.

 

Recent Articles

  • You have been enjoying the good life as a couple till now! No time constraints, no added responsibilities, no one depending on your money; but all that is going to change....

  • A common question most people facing retirement ask is "How much will my social security benefits be?" Social Security Retirement Benefits or SSRB depends on how much you've earned and when you decide...

  • There exists a seismic social shift in attitudes of growing old, nowadays. If you’re investigating possibilities for life in your senior years, you’ll be able to join Leonard Nimoy in being an agent o...

  • You’ve probably made a lot of financial decisions in your life. And if you’re like most people, you’ve made them one at a time, at different times, with different people, and under different circumsta...

  • Media loves reporting “instant success” stories. Often, we have seen media reporting about overnight success stories, lottery winners, and technology companies that came out of nowhere and captured th...

  • Tax Reduction Specialist and CPA, Ed Slott, reveals retirement income strategies that maximize your money and nearly eliminate taxes. Tax rates for your retirement will be higher than they are now bec...

  • Did you drive an old car in college? But now reflect back and wonder how you even managed to survive having to drive around in an old tin can! We might also see rotary telephones, record players or ou...

  • The numbers are in, and folks are living longer! The CDC calculates that overall life expectancy in the U.S. is presently 78.7 years, with women outliving men by an average of 5 years. (Longevity is o...

  • We all make financial decisions. We make them: one at a time, at different times, with different people, under different circumstances. This methodology......

  • You don't want to take a pay cut during your retirement years. So, it's important to take a look at your future needs......