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When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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