Site Map

Home

• Contact Us
• Team Approach
• Our Firm
• Our Services
• Biblical Application
• BRI - Why It Matters
• Bio / My Story
• Mission Statement
• Client Account Access - Albridge
• Go Paperless! / Account Documents
• Budgeting / Personal Debt Resources
• Speaking Engagement
• Our Location
• Tell A Friend
• Personal Newsletters

Products & Services

• Research Team

Learning Center

Calculators

• Estate Taxes
• Cost of Retirement
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Tax-Deferred Savings
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

E-Seminars

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

Research Articles

• Understanding and Taking Advantage of the American Recovery and Reinvestment Act
• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• How Can I Control the Distribution of My Estate?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Lead Trust?
• How Can I Benefit from a Charitable Remainder Trust?
• How Can I Benefit from a Wealth Replacement Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is the Best Form of Property Ownership for Me?
• What Is the History of the Federal Estate Tax?
• What Is a SIMPLE?
• What Is an IRA Rollover?
• What Is a Roth 401(k)?
• What Is a Profit-Sharing Plan?
• What Is a Money Purchase Pension Plan?
• What Is a 403(b) Plan?
• Why Do People Buy Annuities?
• What Is a Split-Annuity Strategy?
• What Are Annuity Living Benefits?
• How Much Do I Need to Save?
• What Does the Changing Pension Landscape Mean for Retirement?
• What Is a 1035 Exchange?
• Unforgettable Birthdays
• Should You Bank Your Retirement on Your Business?
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Is a Self-Employed Retirement Plan?
• What Are My Retirement Plan Distribution Options?
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Estate Tax?
• What Is the Gift Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Are Available?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• How Can I Keep More of My Mutual Fund Profits?
• How Can I Upgrade My Insurance — Tax-Free?
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• How Are Growth and Value Stocks Different?
• How Are Mutual Funds Taxed?
• What Is Stock?
• What Are Zero-Coupon Bonds?
• What Is Diversification?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Mutual Fund Load?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• How Do Money Market Mutual Funds Work?
• How Can I Better Manage My Short-Term Cash?
• What Advantages Does a Biweekly Mortgage Offer?
• What About Financial Aid for College?
• What Savings Alternatives Are Available?
• How Does Inflation Affect Me?
• Why Purchase Life Insurance?
• Why Are Annuities Considered an Insurance Product?
• What Is Property and Casualty Insurance?
• Do I Need a Business Owner Policy?
• What Is Life Insurance for Business Owners?
• What Is Split-Dollar Life Insurance?
• What Is Last-Survivor Life Insurance?
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Is Variable Life Insurance?
• What Are the Main Types of Auto Insurance?
• How Do I Make a Property Insurance Claim?
• How Can I Maximize My Insurance Benefits?
• How Can I Insure My Future?
• How Can I Protect My Home?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• How Can I Extend My Liability Coverage?
• What Is the Difference Between an HMO and a PPO?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

• Long-Term Care Insurance
• Life Insurance
• 401(k) Information Request
• Information Request