Paying for Your Children’s College

Gaining efficiency while providing sound advice

Take the guesswork out of retirement planning using JourneyGuide’s Income vs. Risk graph

Address the client’s “what if” questions in retirement planning discussions with on-demand software JourneyGuide

Improve Efficiency and Build Stronger Relationships with JourneyGuide’s Co-planning

You Must Know Your Spending Habits & Income Sources in Retirement

There’s a Variety of Ways to Participate in Index Investments

Using Indexes as Yardsticks to Measure Portfolio Performance

Index Investing is a Global Phenomenon

A Basic Understanding of Indices Can Be An Education in the Operation of the Market

An Index Provides Insight into Market Performance

Retirement Funding

A Basic Understanding of Risk, Time Horizons and Money Goals are Necessary to Build a Performing Portfolio Over a Lifetime

It’s Almost Impossible to Put Money to Work for You When You Are Working for Your Money

You Graduate from College with Huge Student Loan Debt and then Immediately Receive Credit Cards in the Mail

Whether Brick & Mortar or Virtual Bank, Budgeting and Your checking Account Are Linked

All Financial Products Have Associated Costs, But Are They Fully Disclosed

Annuities Product Lines are Diverse with Advantages & Disadvantages

Managing Required Minimum Distributions

Timelines Are Always Shortening