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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

The Journeys Group offers "Journeys" a unique spirit based program that enables the individual to take an insightful, self-exploratory approach to personal financial strategies.

The program is designed to make your money work more aggressively for you through strong financial strategies and personal growth as it pertains to managing your finances. "Journeys" allows you to explore your aims and devise a roadmap for your life, your finances, and the legacy you wish to leave for your family and community. Most importantly, it can help ease your mind to know that your investment decisions are intentional and appropriate.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to estimate your capital gains tax.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This questionnaire will help determine your tolerance for investment risk.

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There are some key concepts to understand when investing for retirement

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How federal estate taxes work, plus estate management documents and tactics.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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A Bucket Plan to Go with Your Bucket List

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