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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Information vs. instinct. Are your choices based on evidence of emotion?
It sounds simple, but paying yourself first can really pay off.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
Savvy investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.