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.
Helpful Content
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.