Divorce doesn't just end a marriage. It splits a financial life into two. And here's what no one tells you: the window to protect your financial future isn't after the papers are signed. It's right now—while everything is still being decided. The Storm Is Real. But...

A calm, faith-centered guide for women navigating finances after loss When the storm of loss settles, taxes are often the next wave. This handout offers a simple, faith-anchored way to understand the most common tax questions widows ask and where wise planning can...

When life feels calm, it’s easy to believe the skies will always stay blue. But storms have a way of arriving uninvited — sometimes in the form of a market downturn, a health scare, or a sudden life change that shakes our footing. That’s why a real financial plan...

Warren Buffett once said- “Predicting rain doesn’t count. Building the ark does.” That simple line carries a profound truth. Rain will come. Storms are part of life. And while we can’t control the forecast, we can build something strong enough to carry us safely...

1. Military Heritage Museum, in Punta Gorda – to honor all who served, from the Revolutionary War through modern conflicts and across all five military branches, the Museum utilizes multiple methods to educate its visitors on the heritage aspects of US military history…

Click here to download a PDF of this report.

Is the investment held in a tax-deferred retirement plan or an annuity?

Have your Medicare plan costs and/or health care costs recently increased or are you paying for coverage that you don’t use?

The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized.

Who you choose as a beneficiary of your retirement accounts, and how you designate each beneficiary, can have a significant impact on your family. Properly designating beneficiaries as part of your retirement planning process can help you contribute to the financial...