Site Map
-
Home
- Contact Us
- Qualifications
- Our Location
- Nearing Retirement
- Team
- Loss of a Loved One
- Services
- Business Continuity Summary
- Helpful Links
- Tell A Friend
- Fiduciary Focus
- Video Library
- Coffee With Us
- Our Associates
- Blog
- Pre-retirement Goals
- Business Services
- Blog and Important Articles
- Partners
- Comprehensive Wealth Management Formula
- Virtual Events
- Important Disclosures
- 401(K) Assistance
-
Associates
- Krystie Burgess, CPFA®
- Krystie Burgess, CPFA®
- Krystie Burgess, CPFA®
- Krystie Burgess, CPFA®
- Krystie Burgess, CPFA®
- Lori Crilley, RFC®, CRC®
- Lori Crilley, RFC®, CRC®
- Lori Crilley, RFC®, CRC®
- Lori Crilley, RFC®, CRC®
- Lori Crilley, RFC®, CRC®
- Katelin Kalik, RFC®, CDFA®
- Katelin Kalik, RFC®, CDFA®
- Katelin Kalik, RFC®, CDFA®
- Katelin Kalik, RFC®, CDFA®
- Katelin Kalik, RFC®, CDFA®
-
Learning Center
-
Calculators
- Loan Payoff
- Mortgage Refinancing
- Mortgage Acceleration
- Credit Card Debt
- Estate Taxes
- Required Minimum Distributions
- Retirement Plan Early Distribution
- Federal Income Tax
- Tax-Deferred Savings
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Savings Goals
- Cash Flow Analysis
- Net Worth
- Life Insurance
- Long-Term Care Self Insurance
- LTCI Cost of Waiting
- Disability Income Insurance
-
E-Seminars
-
Newsletters
- HOT TOPIC: Can Consumers Keep Carrying the Economy?
- HDHP/HSA Pairing May Help Control Medical Costs
- You’ve Received an Inheritance, Now What?
- Bond Yields Are Up, but What Are the Risks?
- Tax-Loss Harvesting Offers Chance at Silver Lining
- Breaking Down Clean Vehicle Tax Credits for Business Owners
- HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
- Time to Bulk Up Your Emergency Fund
- Four Key Objectives of a Sound Retirement Plan
- Managing Medicare Out-of-Pocket Costs
- New FAFSA Favors Grandparent College Giving
- Enriching a Teen with a Roth IRA
- HOT TOPIC: Soft Landing or Delayed Recession?
- Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
- Leave a Lasting Gift with an Ethical Will
- New RMD Rules Give Retirement Savings More Time to Grow
- All Eyes on the Earnings Picture
- Social Security 101
- HOT TOPIC: What’s Happening in the World of Higher Education?
- Mutual Funds: What’s in Your Portfolio?
- Home Energy Tax Credits
- On the Move Again: International Travel Tips
- SECURE 2.0: Big Impact for Small Businesses
- It’s Your Money: Why Not Get Your Withholding Right?
- HOT TOPIC: Is This Bull Timid or Ready to Charge?
- Why Buy Life Insurance During Unsettled Economic Times?
- SECURE 2.0 Act Expands Early Withdrawal Exceptions
- Tracking the Fed’s Progress on Disinflation
- Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
- HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
- How Taxes Impact Your Retirement-Income Strategy
- Does the Social Security COLA Help If You’re Not Receiving Benefits?
- Most Grocery Shoppers Aren’t Fooled by Shrinkflation
- Cheaper Hearing Aids Are Coming to a Store Near You
- HOT TOPIC: Rescuing America’s Safety Net
- Diversifying with Market Caps
- Keep an Eye Out for IRS-Related Scams
- Social Security Offers Benefits from Birth Through Old Age
- Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
- Bear Market Emotions: Strategy vs. Reaction
- HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
- Are You Eligible for Any of These College-Related Federal Tax Benefits?
- Time for a Spring Cleanup: Organizing Your Financial Records
- Retiring in a Down Market? Don’t Panic
- Trusts — Not Just for Estate Taxes
- Business Owners: Should You Organize as an LLC?
- Key Retirement and Tax Numbers for 2023
- Creating Your Own “Operation London Bridge”
- Double Up with a Spousal IRA
- When Should Young Adults Start Investing for Retirement?
- The Inflation Experience is Painful – and Personal
- HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
- Fixed for Life: What Can an Annuity Do for You?
- Small Businesses Should Prepare for Stronger Tax Enforcement
- HOT TOPIC: Is the Yield Curve Signaling a Recession?
- A 529 Plan Can Help Jump Start Your College Fund
- Naming a Trusted Contact
-
Videos
- What Is Socially Responsible Investing?
- Saving for College with a 529 Plan
- Handling Market Volatility
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- Digital Deception: Watch Out for Cybercrime
- ETFs vs. Mutual Funds: What's the Difference?
- Your Retirement Savings Plan Comes with Tax Benefits
- Pay Down Loan or Invest
- The Road to Retirement Can Begin at Work
- Secure 2.0 Act Seeks to Boost Retirement Readiness
- The Cost of Waiting to Invest: Effect on Your Wallet Today
- The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
- Roth IRA Basics
- The Fed's Rate Moves and Inflation
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- Are Your Investment Decisions Influenced by Emotions?
- 6 Reasons to Work with a Financial Professional
- Women and Money: Taking Charge of Your Financial Future
- Putting Together the Retirement Income Puzzle
- Social Security: When Should You Claim Retirement Benefits?
- How Sequence of Returns Can Affect Your Retirement Savings
- Taking a Financial Inventory
- 4 Things To Do in the 4 Years Before College
- Taking a Closer Look at Target Date Funds
- The Latte Habit
- Do You Know Who Your Beneficiaries Are?
-
Glossary
-
Quote Requests