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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you find it hard to attain personal life goals, there’s an app for that!
Good employee health can be great for the company’s bottom line.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?