Retirement Planning Today®
An Educational Course for Adults Age 50 to 70
Retirement Planning Today® contains something for everyone. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Upcoming courses held at Georgia State University, Alpharetta CenterLearn More
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?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There’s a link between debt and stress.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How literate are you when it comes to your finances? Brush up with these five basics.
Six overlooked tax deductions to help manage your tax bill.
Your credit score may influence how much you pay for auto and home insurance.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
Here’s a crash course on saving for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.