Watching the Bulls and Bears
to help you make
better investment decisions!
Combined with our sister company, CRG Services, Inc., we have over 25 years of combined customer service experience. We take pride in listening to our clients and developing an investment plan tailored to their wishes. We are completely objective, without production requirements to meet or specific products to sell. We work extensively with our clients, advising them on their personal and employer-based retirement plans. Together with the client, we discuss how best to balance risk and reward in the market.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
For some, the social impact of investing is just as important as the return, perhaps more important.
The uncertainties we face in retirement can erode our sense of confidence.
Being healthy not only makes you feel good, it may also help you financially.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.