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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the value of a home warranty.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
To choose a plan, it’s important to ask yourself four key questions.
Good employee health can be great for the company’s bottom line.
Apps that help small business owners better manage and grow their business.
Lifestyle considerations in creating your retirement portfolio.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What if instead of buying that vacation home, you invested the money?
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?