Broker Check

9201 W Jackson Street • Suite 103 • Muncie, IN 47304

Phone (765) 759-2211

Toll Free (877) 282-2211

 

When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Seasoned

When something is seasoned, it is mature, it has been tested and it has developed into a taste or an experience that is “just right”.

Learn More

Sustainable

Sustainable is defined as the ability to be maintained at a certain standard or level.

Learn More

Simplicity

Simplicity is the art of having command of the complex.

Learn More

Helpful Content

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

 

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

When Markets React

When markets shift, experienced investors stick to their strategy.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow