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.
With all the good news—decisive election results, robust growth, steady inflation—US equity markets provided superlative returns in November. Here’s why we urge investors to keep their expectations grounded.
The holidays offer a meaningful opportunity to discuss estate planning with family. While it may seem like a serious topic, having this conversation reflects our care for one another and the future. By gathering together, we can strengthen our family bonds and ensure that everyone feels informed and supported as we navigate what lies ahead.
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.
