We provide resources in financial planning, estate planning, insurance, investments, employer retirement plans, and employee benefits.
Questions we have helped our clients answer include:
"How do I protect my family and my land if I need nursing home services?"
"Do I have enough money to retire next year?"
"What do I need to consider before I sell my business?"
We work with farmers, business owners, government employees, medical professionals, and others who are looking for a partner to help them make informed life decisions.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
For some, the social impact of investing is just as important as the return, perhaps more important.
Five creative (and inexpensive) ideas for motivating your employees.
There are four very good reasons to start investing. Do you know what they are?
Knowing the rules may help you decide when to start benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.