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Enriching the lives of our community by promoting financial awareness.
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Financial Help For Friends and Family
Providing financial assistance can be tricky, particularly when it involves close friends and family members. While the instinct to offer...
Read MoreMedicare – What You Must Do Right Now
If you are on Medicare, it’s that time of the year again! Now is the time to review your current...
Read More4th Quarter Investment Mindset: Focus on Tax
As we enter the 4th quarter of 2020, uncertainty remains in capital markets related to Covid-19, elections, etc. While much...
Read MoreOur Publications
100 TIPS for Creating a Champagne Retirement on a Shoestring Budget
Everyone wants that perfect retirement, but most will fall far short for any number of reasons. What if you could make up some of that lost ground? If you are a millennial or Gen Xer, there are so many small changes you can make that will have a huge impact for you at retirement. If you are a baby boomer or retiree there are many tricks and tips you can use to turn your retirement into an adventure worth living. You can create your own champagne retirement even if you’re on a shoestring budget.
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THINK Like a Self-Made Millionaire: 10 Secrets to Success (Get Rich on Purpose®)
In THINK Like a Self-Made Millionaire: 10 Secrets to Success, learn the success secrets of virtually all self-made millionaires. You’ll pick up proven strategies and action steps to help you achieve sustainable financial freedom, peace of mind, and life success! Through the Get Rich on Purpose® series, America’s Financial Advisor, Stewart H. Welch III, shares the financial expertise and wealth “secrets” he learned while going from an average twenty-something to self-made millionaire before the age of forty. His message is clear: “Everyone has the power to transform themselves and create extraordinary levels of success.”
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J.K. Lasser’s New Rules for Estate and Tax Planning
JK Lasser’s New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you’ll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book’s expert guidance provides the background information you need to prepare properly.
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The Idiot’s Guide to Getting Rich, 3rd Edition
With advice on investing, saving, and money management, the latest edition of this popular guide expands on the habits and strategies that will bring financial success. The authors present succinct and complete information on knowing the wealth index, using the debt pyramid reduction program, hiring financial advisors, and more.
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10 Minute Guide to Personal Finance for Newlyweds
This is the one book all couples should read before they walk down the aisle. Stewart Welch, III offers strategies for planning a wedding without breaking a budget and then guides newlyweds through the maze of setting up a winning financial program from establishing financial goals to buying insurance as husband and wife.
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