Schedule a Meeting
Patricia Monat, CFP®
Adam Steenblock, CFP®
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Beware of these traps that could upend your retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Calculating your potential Social Security benefit is a three-step process.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
With alternative investments, it’s critical to sort through the complexity.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
When you retire, how will you treat your next chapter?
Investors seeking world investments can choose between global and international funds. What's the difference?