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Who We Are Why Us Planning Investments Services FAQ Learn Contact

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Great Courses: How To Plan For The Perfect Retirement See Dana’s Class On The Great Courses Control Your Retirement Destiny book cover Read Control Your Retirement Destiny Computer screen Check Out Our Upcoming Free Webinar Downloadable PDF Browse Our Free Resources Woman streaming a webinar Watch Recorded Webinars Control You Retirement Destiny podcast artwork Listen To The Podcast Woman sitting in office Meet Our Planners Via Video Start squeezin' orange image Sign Up For Our Free Monthly Newsletter Venn diagram Featured Post

What Does a Financial Planner Do?

I am a financial planner. I own and run a financial planning firm. Our primary job is to make a projection and a plan that shows you the decisions that you can make that will help you achieve long-term financial success. Should you pay extra on the mortgage or put it in your 401(k) plan? What type of insurance do... View Article

May 4, 2018 ·
Finding a Financial Advisor
What Does a Financial Planner Do?

Should I Purchase Long-Term Care Insurance?

A 55-year-old friend, Jen, recently asked my opinion about long-term care insurance. Very few Americans, about eight percent, have long-term care insurance policies. Jen, who is at the age when many are weighing the pros and cons of long-term care insurance, had thought about buying a policy but didn’t feel like she had the money to do so. Recently Jen... View Article

August 11, 2017 ·
Assisted Living Retirement Planning
Should I Purchase Long-Term Care Insurance?

Retirement Calculators, From Rags to Riches with a Single Click

How would you like to go from running out of money in retirement, to instantly having a surplus that allows you to travel and leave money to heirs? I can show you how… Use an online retirement calculator. Or use a spreadsheet projection with an unrealistic set of assumptions. Or use a financial planner that doesn’t understand how drawing money... View Article

December 3, 2016 ·
Retirement Planning
Retirement Calculators, From Rags to Riches with a Single Click

Investing Sanely in an Insane World

It was Thursday night, June 23rd. I was packed and ready to head out the next morning for the annual trip that I take with my significant other and his two boys to Rocky Point, Mexico. I glanced at my phone and saw a few Bloomberg alerts. “What?” I exclaimed out loud, as I started reading that the vote count... View Article

July 5, 2016 ·
Investing for Retirement

How to Divide a 401k in Divorce

Money is often a key consideration during your divorce process. How you address your finances during divorce has consequences which last a lifetime. One of the most common decisions during divorce is the division of your (and/or your spouse’s) 401k. The process sounds easy enough, but there are some key rules to follow. Best practices should be considered before simply... View Article

June 16, 2013 ·
Divorce
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