Please choose from a category below to view resources for the category:

Aging & Cost of Care

What is the cost of care for yourself when aging or for a loved one? This resource helps estimate your costs and provides helpful stats.

Asset Allocation

What is an Asset Allocation and why is it important? This free resource explains it clear and simply to help you get started.

Buying a home

This is a helpful article regarding the real-estate market and what to expect as a millennial.

Charity Sources

Unsure which charity to donate your money to? These two resources can help. Go to the BBB Wise Giving Alliance or the Charity Navigator to help guide your giving. 

College Savings Calculator

The ideal tool for your college planning needs is readily available at:

Coronavirus Aid Package

Want to learn more about the Stimulus package? This article explains the Senate’s $2 Trillion Coronavirus Aid Package and how it affects you

Financial Burdens of the Sandwich Generation

This article provides statistics and facts about the “Sandwhich Genertation”, or those in their 40’s and 50’s and the financial burdens that need to be looked out for.

Fraud/Abuse for Military

Learn more about Fraud and Abuse with this resource. If you are in the Military, it directs your next steps as a victim.

Home buyers

Interested in financially investing in a home or selling a home? Check out these statistics before you do.

Identity Theft

Identity Theft can be a scary thing. Don’t be left in the dark by not knowing trends or tips to prevent theft.

Long-term care

This website provides facts about long term care for those aging and what the next steps are towards preparedness.

Mutual Fund

We generally do not recommend Mutual Funds.


How to boost your savings account and which banking institution is best for this.

Scam Risk Report

BBB Institute for Marketplace Trust runs reports on scams, their targets, and their impacts. To download the 2019 report visit the website below.

VA Home Loans

Helpful resources from the VA describing home loans, benefits, eligibility, and how to apply.

Get In Touch

PHONE: (904)329-2399