Does your portfolio fit you?
Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.Does My Portfolio Fit Me?
Who We Are
We aren't tied to products or services from a single company or family of companies, but we are free to find those products and services that may be most appropriate for our clients.Learn More
Access eMoney Now!Go to eMoney
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Apps that help small business owners better manage and grow their business.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There are four very good reasons to start investing. Do you know what they are?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?