Expert Financial Help Now | Savings, Stocks, Credit, Insurance,Tax

A better financial life made simple.

Financial help the way it should be.

Personal. Practical. At your fingertips.

Say good-bye to cookie-cutter information, industry jargon, and hours spent searching or waiting for an appointment. Get exactly what you need, when you need.

Choose my goals

Answer my questions

Learn how to

Tell me more about why WIN for women

One Size Fits None

Tell us about you and we'll send personalized tips your way

Start with an image that best reflects your life stage

Explore all to create your unique profile of goals for now and the future

Financial needs and goals change as life unfolds.

Knowing what to focus on can get confusing, so let's eliminate the noise.

You balance your family’s current financial needs with saving for college and retirement. Concerns may include the best savings and investing vehicles, and creating an estate plan to protect and provide for your family. More>

You're focused on building your business or career. You need to balance saving and investing for the future with paying off student loans & current financial needs. A new marriage or business partnership may raise unfamiliar money issues. More>

Your focus is on your career or business. Concerns may include tax efficiency, deferred compensation, illiquid wealth and income & asset protection. Tools to time-effectively manage finances and your plans are key. More>

A divorce creates special planning needs. Your concerns include an equitable financial settlement, tax implications of child and spousal support, securing pension and social security benefits, and reinvestment of assets. More >

You're balancing the needs of two generations with your own. Your concerns include long-term care, college funding and everything in-between. The inter-generational "money talk" can maximize everyone's financial life. More >

You share your life with a partner. Your concerns may include how to best organize your separate and joint accounts, and planning for the future respecting each other's personal needs and goals.
More >

You have done well, and are committed to doing good. Your philanthropy ensures missions are achieved. Primary concerns may include protecting assets and your health, maximizing the impact of gifts, and maintaining lifestyle in retirement. More >

You earned your retirement. Preserving your wealth to ensure it lasts your lifetime is a primary concern. You may also be focused on ensuring your legacy is transferred according to your wishes and estate tax are minimized. More >

You're focused on living life today, but also want to have all you need to live the life you want in the future.Understanding opportunity costs is key to deciding how much to spend, save, and invest. More >

Mom

Divorced

Giving Back

Professional

Coupled

Free Spirit

Sandwiched

Retired

Starting Out

You're Smart. You're Busy. You Need Answers Now.

Here's a few to get started and the chance to ask your own.

Should I participate in my employer's

401(k) or pension plan?

I'm getting divorced

do I keep my home or our stocks?

See answer

Continue

How do I save for retirement when caring for our family is my job?

See answer

Continue

Can I open a retirement account for my child?

See answer

Continue

What's your question?

Your confidential answer will be delivered to your inbox.

Coming Soon

Know what's right for you in minutes

DecideGuide

Your personal interactive decision tool

Save time and money with on-demand personalized guidance

and right-on-time unbiased knowledge

Do-it-myself doesn't have to mean do-it-alone

and get early access to DecideGuide

Explore DecideGuide now