About Our Firm
From accumulating to preserving to planning for the efficient transfer of your wealth, we're here for you.
View our ServicesJourney 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."
Helpful Content
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Retirement Seen Through Your Eyes
What's your vision of retirement?
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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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.
5 Smart Investing Strategies
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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.