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.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Understanding tax strategies can potentially help you better manage your overall tax situation.
Managing your money involves more than simply making and following a budget.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How Income Taxes Work
A quick look at how federal income taxes work.
Making the most of surprises is a great reason to work with us.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Second marriages are a trigger event to revisit any existing estate strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What if instead of buying that vacation home, you invested the money?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.