I recently had a powerful meeting with a client who runs a mental health non-profit organization. She’s doing incredible work, but like many mission-driven founders, she hadn’t yet taken the necessary steps to fully protect the assets behind her organization.

This is your money. You earned it. And you deserve to know where it is, how it’s working for you, and how to protect it for the future.

If you're like most Americans, you were handed a 401(k), TSP, or 401(a) at some point in your career—but you were probably never taught that there are ways to guarantee your income in retirement, no matter how long you live.

You’ve worked hard to buy your home or invest in property. Don’t let that asset turn into a burden for the people you care about most.