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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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Start here if you are single, divorced, or widowed

 

Start here if you are a family

 

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Probate can be a completely public process, or it can be managed to include as little information as possible.

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

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator can help you estimate how much you should be saving for college.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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A presentation about managing money: using it, saving it, and even getting credit.

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Principles that can help create a portfolio designed to pursue investment goals.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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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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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?

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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.

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