Learn more about how to utilize our website to determine how you can benefit from our services.Learn More
Attend a Workshop
We offer exclusive events to our clients throughout the year. Click here for details.Learn More
Listen to episodes of Money Made Easy, with Charlie and Paul, the Duncan Brothers.Learn More
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Purchasing homeowners insurance is critical for protecting your home.
When to start? Should I continue to work? How can I maximize my benefit?
Technology tips to make your next trip even better.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.