About Our Firm
From accumulating to preserving to planning for the efficient transfer of your wealth, we're here for you.View our Services
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."
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
This attention-grabbing infographic covers retirement topics you may not have considered.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
How literate are you when it comes to your finances? Brush up with these five basics.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement 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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When you retire, how will you treat your next chapter?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Imagine your ideal post-pandemic retirement with this animated video.