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See your entire financial situation today, as well as every year into the future.

Leveraging decades of experience educating thousands of people all over the country, we use the latest technologies to show you what your entire situation looks like today - as well as every year into the future. When you have this kind of clarity in your financial future, you’ll be more confident in the decisions you need to make to improve it.

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If you don’t know where you’re going, any road will get you there.

We serve across a wide spectrum of opportunities

Are you doing everything you can to make the most of your, and your families, financial future?

We’re answering this question for people all over America.

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It’s hard, if not impossible, to give your financial future the attention it deserves. We can help.

Do you know how all the pieces of your financial situation fit together?

Learn More About:

Retirement

Content
InvestLikeEric.com #2 | First Quarterly Update!
InvestLikeEric.com #2 | First Quarterly Update!
Creating a Retirement Strategy - PlodderPodcast.com #24
Creating a Retirement Strategy - PlodderPodcast.com #24
Should You Downsize in Retirement? PlodderPodcast.com #23
Should You Downsize in Retirement? PlodderPodcast.com #23
The Retirement Reality Check - PlodderPodcast #21
The Retirement Reality Check - PlodderPodcast #21
Are You Retiring in the Next 5 Years?
Are You Retiring in the Next 5 Years?
Taking Charge of Your Financial Life
Taking Charge of Your Financial Life
2021 Last Chance Financial Planning Checklist
2021 Last Chance Financial Planning Checklist
Investing During Periods of Inflation
Investing During Periods of Inflation
End-of-Year Money Moves
End-of-Year Money Moves
October is Financial Planning Month
October is Financial Planning Month
Complimentary Shredding [Spring Cleaning!]
Complimentary Shredding [Spring Cleaning!]
Roth IRA Conversion in the Era of COVID-19
Roth IRA Conversion in the Era of COVID-19
Key Provisions of the CARES Act
Key Provisions of the CARES Act
WATCH: Special Mid-Month Update with Eric
WATCH: Special Mid-Month Update with Eric
PlodderPodcast #11: Our 24-Hour News Cycle
PlodderPodcast #11: Our 24-Hour News Cycle
Coronavirus, Past Epidemics, & the Stock Market
Coronavirus, Past Epidemics, & the Stock Market
End of 2019 Money Moves
End of 2019 Money Moves
Retirement Assumptions vs Reality
Retirement Assumptions vs Reality
Certain Uncertainties in Retirement
Certain Uncertainties in Retirement
The Move Toward Fee-Based Advisory Accounts
The Move Toward Fee-Based Advisory Accounts
The Snowball Effect
The Snowball Effect
Why Do People Put Off Saving for Retirement?
Why Do People Put Off Saving for Retirement?
The Case for Women Working Past 65
The Case for Women Working Past 65
Understanding Inherited IRAs
Understanding Inherited IRAs
Before You Claim Social Security
Before You Claim Social Security
The Wild Ride of Bitcoin
The Wild Ride of Bitcoin
Are Your Beneficiary Designations Up to Date?
Are Your Beneficiary Designations Up to Date?
Retirement Questions that Have Nothing to Do with Money
Retirement Questions that Have Nothing to Do with Money
The Equifax Data Breach
The Equifax Data Breach
How Will You Spend Your Retirement Savings?
How Will You Spend Your Retirement Savings?

Social Security

Content
The Retirement Reality Check - PlodderPodcast #21
The Retirement Reality Check - PlodderPodcast #21
A 6.1% Bump in Social Security?
A 6.1% Bump in Social Security?
The Case for Women Working Past 65
The Case for Women Working Past 65
Before You Claim Social Security
Before You Claim Social Security
The End of File & Suspend for Married Couples
The End of File & Suspend for Married Couples
Retire at 65... or not?
Apply for Social Security... Now or Later?
Apply for Social Security... Now or Later?
Getting it All Together
Getting it All Together
Social Security in 2014
Social Security in 2014
Annual Financial To-Do List
Annual Financial To-Do List
Women & Money Paralysis
Women & Money Paralysis
What Women Should Not Retire Without
What Women Should Not Retire Without
Women Need to Take Charge of Their Money
Women Need to Take Charge of Their Money
The 1995-96 Government Shutdown and Its Impact
The 1995-96 Government Shutdown and Its Impact
The Government Shutdown
The Government Shutdown
Where Did Inflation Go?
Where Did Inflation Go?
Understanding the Markets
Understanding the Markets
Enough to Retire?
Enough to Retire?
7 Retirement Assumptions to Reassess
Retirement Through Your Eyes
The Latest (non-hype) on Social Security
Social Security Says Goodbye to Paper Checks
The Fiscal Cliff Deal & Your Taxes
Why 2013 May Be a Very Good Year
Should You Always Withdraw from IRAs Last?
The Year in Review - A Look Back at 2012 Thus Far
Social Security Strategies

Investing

Content
Despite Turbulent Week, Stocks Stage Comeback
Despite Turbulent Week, Stocks Stage Comeback
Fed & Middle East Conflict Diminish Stocks
Fed & Middle East Conflict Diminish Stocks
Fed Comments Stir the Pot for Stocks
Fed Comments Stir the Pot for Stocks
Stocks Narrowly Higher
Stocks Narrowly Higher
Second Week Of Stock Retreat
Second Week Of Stock Retreat
Tech & AI Lead Another Advancing Week
Tech & AI Lead Another Advancing Week
Stocks Hit New Highs on AI’s Promise
Stocks Hit New Highs on AI’s Promise
Investors Move Past Mixed Fed Message #WEVU 02/05/2024
Investors Move Past Mixed Fed Message #WEVU 02/05/2024
Big Win for Big Tech #WEVU 01/22/2024
Big Win for Big Tech #WEVU 01/22/2024
Investors Begin To See The Light In Upbeat Week #WEVU 01/16/2024
Investors Begin To See The Light In Upbeat Week #WEVU 01/16/2024
Investors Enter 2024 In Doubtful Mood #WEVU 01/08/2024
Investors Enter 2024 In Doubtful Mood #WEVU 01/08/2024
S&P Ends 2023 Up 24% #WEVU 01/02/2024
S&P Ends 2023 Up 24% #WEVU 01/02/2024
Stocks Rally On Fed, Inflation News #WEVU 12/18/2023
Stocks Rally On Fed, Inflation News #WEVU 12/18/2023
Short Week Strong for Stocks #WEVU 11/27/2023
Short Week Strong for Stocks #WEVU 11/27/2023
November Rally Continues #WEVU 11/20/2023
November Rally Continues #WEVU 11/20/2023
Stocks Rally Friday; Powell Cautious On Progress #WEVU 11/13/23
Stocks Rally Friday; Powell Cautious On Progress #WEVU 11/13/23
Stocks Retreat on Cautious Earnings Reports #WEVU 10/30/2023
Stocks Retreat on Cautious Earnings Reports #WEVU 10/30/2023
Stocks Retreat Despite Solid Earnings #WEVU 10/23/2023
Stocks Retreat Despite Solid Earnings #WEVU 10/23/2023
Markets React To Turmoil In Middle East, Inflation Concerns #WEVU 10/16/2023
Markets React To Turmoil In Middle East, Inflation Concerns #WEVU 10/16/2023
Stocks Rally After Strong Jobs Report #WEVU 10/09/2023
Stocks Rally After Strong Jobs Report #WEVU 10/09/2023
Bond Yield Rise; Gov’t Shutdown Looms #WEVU 10/02/2023
Bond Yield Rise; Gov’t Shutdown Looms #WEVU 10/02/2023
Stocks End Summer With Gloomy News #WEVU 09/25/2023
Stocks End Summer With Gloomy News #WEVU 09/25/2023
Stocks Stand Still, Awaiting Fed #WEVU 09/18/2023
Stocks Stand Still, Awaiting Fed #WEVU 09/18/2023
Will the Fed Raise Interest Rates? #WEVU 09/11/2023
Will the Fed Raise Interest Rates? #WEVU 09/11/2023
Stocks Retreat; Powell Talk Goes Hawk #WEVU 08/28/2023
Stocks Retreat; Powell Talk Goes Hawk #WEVU 08/28/2023
Stocks Weather Summer Storm Of News And Indicators #WEVU 08/21/2023
Stocks Weather Summer Storm Of News And Indicators #WEVU 08/21/2023
Summertime Blues for the Markets #WEVU 08/14/2023
Summertime Blues for the Markets #WEVU 08/14/2023
Stocks Raise White Flag to Bad News #WEVU 08/07/2023
Stocks Raise White Flag to Bad News #WEVU 08/07/2023
Stocks Jump After Inflation Gauge Cools #WEVU 07/31/2023
Stocks Jump After Inflation Gauge Cools #WEVU 07/31/2023
Stocks Advance & Retreat on Mixed News #WEVU 07/24/2023
Stocks Advance & Retreat on Mixed News #WEVU 07/24/2023

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