How is yours?
We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.
The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.
Try this six-question quiz to get a better sense of your financial wellness.Financial Wellness Questionnaire
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A change in your mindset during retirement may drive changes to your portfolio.
At what point can you call a personal vehicle commercial?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
An inside look at how marginal income tax brackets work.
How literate are you when it comes to your finances? Brush up with these five basics.
Do your insurance needs stay the same when the nest empties?
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
What is your plan for health care during retirement?
When markets shift, experienced investors stick to their strategy.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?
The market is as unpredictable as the weather. We’d love to help you prepare.