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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Here’s a guide to explain all the parts of Medicare.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a crash course on saving for college.