Site Map
-
Home
-
Associates
- Charles Hoyt A. "Alex" Altizer, RICP
- James Blassingham, III, CLU, AIF, CPFA
- Stacy Burleson
- Richard Weart
- Dan McNulty, AIF
- Monika Zawasky, MBA
- Randall McQuin, JD CFP
- Stephanie Sears
- Tasha Coconis, JD
- James "Jay" Denny, III CLU, ChFC
- Howard "Buster" Haywood, CLU
- Hunter Haywood
- Matthew "Matt" McKenna
- Stephen Powell, ChFC, RFC
- John Cavanagh
-
Calculators
- Home Affordability
- Mortgage Refinancing
- Mortgage Acceleration
- Cost of Retirement
- Retirement Portfolio Lifespan
- Federal Income Tax
- Tax-Deferred Savings
- IRA Eligibility
- College Funding
- Savings Goals
- Savings Accumulation
- Cash Flow Analysis
- Lifetime Earnings
- Life Insurance
- Life Expectancy
- Long-Term Care Self Insurance
-
Flipbooks
-
Newsletters
- HOT TOPIC: Pandemic Relief Measures and Your Tax Return
- Sequence Risk: Preparing to Retire in a Down Market
- Watch Out for These Financial Pitfalls in the New Year
- New Fed Policy Suggests Low Rates for the Long Term
- When You Can’t Speak for Yourself
- Big Data for Smaller Players
- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Money Market Funds in a Low Rate Environment
- Prepare Your Finances for the Next Emergency
- Gift vs. Inheritance: Consider the Tax Difference
- Take Advantage of Deductions for Business Investments
- HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
- Should You Pay Off Student Loans Early or Save More for Retirement?
- Putting Your Nest Egg in Three Baskets
- Full House: Adult Children Coming Home
- Income Investors May Find Closed-End Funds on Sale
- Your Business: Could You Benefit from a Roth Conversion in 2020?
- Five Investment Tasks to Tackle by Year-End
- Three Questions to Consider During Open Enrollment
- Passive, Active, or Both?
- Your Estate: Have You Looked at These Legal Documents Lately?
- Four Steps to Rebuilding Your Business
- HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
- Return of Premium Life Insurance: Protection and Cash Back
- Accumulating Funds for Short-Term Goals
- Investing in UITs
- Business Cycle Basics: Recessions Begin and End Before We Know It
- Insurance to Help Protect Your Business from Lawsuits
- HOT TOPIC: The Bull Is Back... Will It Keep Charging?
- Could You Be Responsible for Your Parents’ Nursing Home Bills?
- Survivor Benefits Provide a Financial Lifeline
- Consider Market Caps for Diversification
- Student Loan Stress? These Plans Might Help
- Why Family Businesses Should Have Succession Plans
-
Videos
-
Quote Requests
-
Market Watch