How is G5 Different?
With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.Read More
With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.Learn More
Your journey with us will be first class as we work diligently to ensure that your lifetime financial journey will be carefully planned and monitored.Learn More
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For many, retirement includes contributing their time and talents to an organization in need.
Knowing the rules may help you decide when to start benefits.
Ascertaining the value of your business is important for a variety of reasons.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How does your ideal retirement differ from reality, and what can we do to better align the two?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?