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.
Making the most of surprises is a great reason to work with us.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Apps that help small business owners better manage and grow their business.
A look inside the U.S. government's statistics on household net worth.
However exciting retiring abroad may sound, it deserves considerable planning.
Here are five facts about Social Security that are important to keep in mind.
What can be learned from the savings rate?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, cracking the code on bonds.