WHO WE SERVE
Chip has been helping blue-collar millionaires plan for and transition into retirement for more than 20 years.
Although our site is filled with educational videos, articles, presentations and calculators these tools are not meant to replace the personal relationship of a dedicated financial professional.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Building wealth requires protection from the forces of wealth destruction.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Life insurance proceeds are generally tax-free. But not in all cases.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What does your home really cost?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.