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
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Helpful Content
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?