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We help school districts implement and manage 403(b), 457, Section 125 plans, and group and supplemental insurance plans.Learn More
We provide comprehensive and personalized financial planning and investment services to education professionals.Learn More
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Regardless of how you approach retirement, there are some things about it that might surprise you.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.