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From accumulating to preserving to planning for the efficient transfer of your wealth, we're here for you.

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                                                                                                                  Journey Beyond Self

It is our objective that this website and, indeed, the overall mission of “Journey Beyond Self’ will accomplish three goals:  first, that it will be the primary source of information regarding virtually all aspects of giving; second, that it might inspire you to incorporate giving and gifting as an important mission in your life; and finally, that you and those dear to you, experience the profound joy and satisfaction that giving can invoke. 

In addition to the whys and hows of giving we will highlight inspirational stories and the many benefits to both the recipients and the givers.  Hopefully, you will share with us stories and examples of giving that you’ve experienced or witnessed.  With your permission we would like to include some of these on our website or blog

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.



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Financially Savvy at Six Figures

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Intellectual Property and Your Estate

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Enter various payment options and determine how long it may take to pay off a credit card.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate how much of your Social Security benefit may be considered taxable.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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