Helpful Content
The 12 Steps to Living Confidently: Savings and Cash Flow
Why is Cash Flow so important to understand?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Savings and Cash Flow
Savings is a critical tool to ensure positive cash flow in your personal finances.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.