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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
At American Prosperity Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The item most homeowners forget on their home improvement project checklist is insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.