Because Sharpening The Mind of a Student Takes Teamwork
Your child is falling behind at school, falling through the cracks. You have noticed it for some time; you are at a crossroads ...
For over 20 years we have been helping children who learn differently than others. We feel that children who learn differently need a different approach in the learning process. We can help open the door to your child's success!
Helpful Content
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Doubling Your Money
This calculator demonstrates the power of compound interest.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.