Resources

We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions: What is it? Wh …

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …

A Meeting of the Minds, A Gathering of Key Information In this third article, the focus turns to an earlier time, a time when a certain amount of preventive forethought can make a tremendous difference when illness, physical or mental disability, or death eventually does strike.   Down …

Grief — whether it’s our own or somebody else’s — is simply beyond our control, and will always run its own course. It’s not in your hands, or anyone else’s, to make grief pass quickly. And no one can make grief less uncomfortable to experience or to be around.   Download Now

Attending to Your Financial Well-Being After Your Spouse Passes Several weeks later—after the most intense waves of grief have passed, after the memorial service is finished and your family, closest friends, and relatives have turned their focus back to their own lives—there comes a moment …

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …