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
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprises
Making the most of surprises is a great reason to work with us.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Business Cycle
How will you weather the ups and downs of the business cycle?