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The Power of Compound Interest

It may be compound, but it’s not complex! Learn more about how compound interest can be your best friend if it’s working for you, and devastating if it’s working against you!

Need to Invest Early

Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still time, and the best time to start planting that seed is today!

The Power of Zero

Learn how an indexing strategy allows you to step off the market rollercoaster, and onto a much smoother (and less stomach-churning) ride.

What are Living Benefits

You wouldn’t buy a new car that didn’t come equipped with airbags, right? So why would you own a life insurance policy that doesn’t come equipped with modern features that allow you early access to your death benefit if you get sick? 

The Rule of 72

Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account. Knowledge is power!

Impact of Taxes

The biggest difference between the wealthy and the middle class is the time the wealthy spend thinking of ways to minimize their taxes. Learn how taxes can make an enormous impact on your retirement savings, and how to minimize that impact.

The Bucket Strategy

Learn the Bucket Strategy for effective savings management with our exclusive video. Discover how to allocate your assets in three strategic buckets for stability, growth, and security. Watch now to optimize your retirement planning!

College Planning

As tuition costs continue to skyrocket, proper planning for your child’s college expenses is becoming more and more important. Learn how a little planning can go a long way toward ensuring that your future college grad isn’t buried in student loan debt by the time she starts her career.