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
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Building Your Legacy
A four-step framework for building a personal legacy.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.