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Dan is a Certified Financial PlannerTM and a Behavioral Financial AdvisorTM.  He is most proud of his careful guidance of his widowed, divorced, and single-female clients through challenges toward self-confidence and independence.

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Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry.

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Protecting Those Who Matter Most

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

 

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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This investment account question is vital and answered as early as possible.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how much you have the potential to earn during your working years.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

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

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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.

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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Using smart management to get more of what you want and free up assets to invest.

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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A special needs trust helps care for a special needs child when you’re gone.

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When you retire, how will you treat your next chapter?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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