What does it mean to live a full life? A rich life?
Our approach is built on the philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around.
Our focus is on our client's personal goals - it gives clarity and purpose to the work we all do every day.
Plan Support Services designed and organized around individual sponsor needs and preferences.
Integrate your financial resources with your vision of personal fulfillment, security and integrity.
What does it mean to live a full life? A rich life?
Our approach is built on the philosophy that your wealth should be aligned in such a way that it enables your life, not the other way around.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Will you be able to afford nursing home care?