For You
Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®
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For Your Family
Protect the ones you love financially. Keep your family safe, no matter what the future brings.
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For Your Business
Build a great business. Protect it and take good care of the people who help it thrive. Including you.
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The 12 Steps to Living Confidently: Define Your Life Goals
It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.
What Does That Mean? IDK
Financial acronyms you should know.
Insurance Needs of Small Business Owners
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Smart Wedding Registry Ideas
The start of marriage should be all love–not debt.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Insurance Needs of Small Business Owners
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...
How Financial Decision-Making is Like Camping
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Tax Deductions: Catch Them All!
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.