Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
Looking for more personalized advice?
For every person drawing Social Security benefits, there are just 2.7 workers paying into the system. It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.
Entering the “real world” after graduating can be daunting, but these financial tips will help you get started on the right foot!
Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.
Learn how to plan for long-term care needs health insurance doesn’t cover.
What the latest change can mean for some beneficiaries.