We believe that education can lead you to financial stability and the preservation of what really matters most in life.
Ready to reach your goals? Our educational resources are here for you and don’t hesitate to contact us with questions.
Education from experts in plain English
This comprehensive ebook is a straightforward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one.
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Ever wonder if you’ve done enough to protect your family financially? CEO and attorney Kent Phelps has seen all types of situations in over 20 years of practice. This guide covers the top seven estate mistakes that are most common and costly. And, most importantly, how you can avoid them!
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Our concise videos featuring CEO Jeff Junior. Please note these are best viewed on a desktop.
Check out these videos and much more!
From estate planning to budgeting, our blog covers common financial questions. We also feature monthly macro trends with our Chief Investment Officer.
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
A major update for business owners: A federal court has temporarily blocked parts of the Corporate Transparency Act (CTA), pausing enforcement of certain provisions. Learn how this development could impact compliance requirements and what it means for your business.
These tips will get you back on track with your finances.
Tips to track down your old 401(k)'s for more control.
From how it's measured to its impacts on Social Security.
It's big. It's complicated. You need to know the basics.
Does the 4% rule still make sense? Review your withdrawal rate.
