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 Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a quick guide to checking to see if you have unclaimed money.
Even low inflation rates can pose a threat to investment returns.