START PLANNING FOR YOUR FINANCIAL FUTURE NOW!
- Do you need a financial health checkup?
- Confused about college savings plans (529 plans)?
- Need assistance with retirement planning?
- Need direction for LTC and Life Insurance?
- Have questions about taxable events?
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"Plan Your Future...Enrich Your Life"
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Newsletters
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.