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
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Building Your Legacy
A four-step framework for building a personal legacy.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Rule of 72
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.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.