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
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.