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.
Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry.
Start here if you are single, divorced, or widowed
Start here if you are a family
Start here if you are a professional
Start here if you own a business
Helpful Content
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How Income Taxes Work
A quick look at how federal income taxes work.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Rightsizing for Retirement
What does your home really cost?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?