We travel several paths throughout our lives. One of which is the path to financial freedom. As with most paths we encounter obstacles on our journey.
Our mission is to assist individuals and small businesses. Together we can work as a team to overcome questions that will aid in the journey to financial fun and potentially financial freedom.
A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,413.22 | +0.49% |
| Dow Jones Transportation | 10,583.60 | -0.30% |
| Dow Jones Utilities | 729.43 | +2.02% |
| Nasdaq 100 | 6,867.02 | -0.34% |
| OSX Oil Service Sector Index | 111.32 | +0.30% |
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