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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
It's important to understand the pros and cons when considering a prepaid debit card.
When to start? Should I continue to work? How can I maximize my benefit?
Technology tips to make your next trip even better.
The uncertainties we face in retirement can erode our sense of confidence.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.