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 Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A collection of tips from professional travelers.
Apps that help small business owners better manage and grow their business.
Even if you’re young and single, you should still consider protecting yourself.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?