Greetings from Jonathan and Chuck
You have questions. We have answers. If you want to work with real people who know you and your family, who respond quickly to your questions, and focus on the things that really matter, we think you will appreciate working with us.What We Do
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Building Your Legacy
A four-step framework for building a personal legacy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are things about Social Security that might surprise you.
Can you keep up with your children’s mobile slang?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.