Find the Right Resources       

A glossary of financial terms from 1035 Exchange to Zero Coupon Bond.

Here you'll find a list of helpful links to information that may interest you. If you have links you feel would be a fit for this list, email to let us know.

For an explanation of the categories featured in our client library - click here!

Read Time: 2 min It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2025 report, the College Board showed that in-state tuition and fees at private non-profit four-year institutions increased by 2% in inflation-adjusted dollars between the 2015-16 and 2025-26 school years.

Did you know that many people believe they don’t carry enough life insurance? Our simple calculator can provide general guidelines to consider and help you in creating a course of action!

Read Time: 3 min Most people prepare for the big healthcare costs in retirement: Medicare premiums, prescription drug coverage, and maybe extended care insurance. That’s a great start. But some costs can sneak up later. Fidelity estimated lifetime healthcare spending for 2025 at around $330,000 per couple, excluding extended care. What that number often misses are expenses that fall outside most retirement budgets. Here are three worth knowing about.

Read Time: 3 min “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. Between 2010 and 2020, the IRS only audited 0.49% of all individual tax returns.

Read Time: 2 min Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money.

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.