Money Smart Week Team (3-27-15)

April 18-25 is Money Smart Week

Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of hundreds of organizations across the country including businesses, financial institutions, … [Read More...]

Family estate planning

You Are Invited To Attend Our Estate Planning Seminar

Jennifer Carlson, an estate planning attorney, will be speaking at our next client event. She will be making a presentation concerning wills, trusts, and other related estate planning issues. This event will be held on Thursday, April 30, at 7:00 p.m. at our office which … [Read More...]

Volunteers hands together

Volunteers Live Longer

Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on … [Read More...]

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Risk within a maze

Free Portfolio Risk Analysis

Do you want to know what your risk score is for investing your assets for retirement? After you take our brief questionnaire, we can help you by calculating a score for your risk tolerance and then designing a portfolio to fit you. Click here on this link to take our brief Riskalyze assessment. After you have completed the assessment, we will be notified about your results, and then we'd be glad to visit with you … [Read More...]