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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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A Fruitful Retirement: Social Security Benefit

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Taking your Social Security benefits at the right time may help maximize your benefit.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

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.

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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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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.

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