401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

To protect yourself you need a reserve, usually about 2-4 months’ pay.

To get a better loan and borrow on more favorable terms.

For greater peace of mind & more to spend or save.   

Get a personal estimate in 6 minutes or less.

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

Small changes can have a big impact.

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

If trust and expertise is what you want, here's how to find a planner that fits the bill.

To protect yourself you need a reserve, usually about 2-4 months’ pay.

A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Know where your money goes, to spend smarter and live within your means.

For greater peace of mind & more to spend or save.   

A simple quiz to help you know where to get the best return on your savings.

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

A simple quiz to help you know where to get the best return on your savings.

It's  usually your largest expense & store of wealth. If you need more income, it’s the logical place to look.

Get a personal estimate in 6 minutes or less.

Retirement planner if you're approaching retirement.

A 9-minute checkup to see where you stand and get your finances squared away.