Click on Upcoming Events to RSVP for Get It Together - Lesson 1 - on May 2 at Parker's Hilltop Brewery!

 

Welcome!  I'm Linda Danek and I have a question for you:  

What is important about money to you?

For some, it is having enough to be a stay at home parent, put their children through college or treat their extended families to wonderful vacations.  For others, money can provide the means to travel the world, give back to their community or leave a legacy for generations to come.

I believe money is a tool.  Like any tool, it is helpful to have a plan to put it to use in a specifc way - one that is designed with your personal outcome in mind. Used skillfully, money has the potential to provide rewards, independence and opportunity.  

The information in this website can help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Explore the various pages in the site to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. 

 

Save this site as a favorite and visit often for easy access to market performance data and to see current developments in the area of personal finance.  Read the newsletters or articles to learn more about the basic concepts of financial management.  Use the calculators to see how you're doing with your financial goals.  Check out the Events page and then come to one of the social or educational events hosted in your area.  Share this link with those you care about - you may be sharing information that could benefit them for many years to come.

Newsletters

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.