(719) 598-5151

Michael Frost

Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

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

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

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

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Encore Careers: Push Your Boundaries

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

View all videos arrow