Broker Check
Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement

Invest. Insure. Inspire.

Discover
 
Who we are

Who we are.

Learn More
What we do

What we do.

Learn More
Why we do it

Why we do it. 

Learn More

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

6 Tips From Tech Start-ups for Your Non-tech Business

6 Tips From Tech Start-ups for Your Non-tech Business

Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Financial Hacks for Millennials: Are Credit Cards A Necessar

Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Essential Steps to Avoid and Recover From Identity Theft

Identity theft is becoming more common every day. Here’s what to do if it happens to you.

View all articles arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow