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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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Helpful Content

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Suddenly Single: 3 Steps to Take Now

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

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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.

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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.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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

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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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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?

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