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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

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Comparing Investments

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

Student Loan Refinance Calculator

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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