For You & Your Family
We help individuals and families grow their financial resources and skills to answer questions like, "Will I be able to retire? To afford college? To buy a home? To pay down my debts?" Our goal is to give you tools and information to plan and spend wisely. For starters, try our free calculators and read our news posts.
While the news, calculators, and articles on our website are free, the best content is assembled into downloadable handbooks at Enable!, our online bookstore, where the prices are low. We also offer tutorials and webinars for groups. We are especially interesting in assisting those who work for a public charity, a non-profit educational institution, or a government agency.
Our work aims to inform you about investment ideas, savings plans, and types of insurance that help people like you meet your goals. However, we do not sell investments, insurance, or personalized advice. We receive no referral fees, do not monitor personal accounts, and never charge a percentage of your assets. Please read our fiduciary oath.
For Public Charities
Giving back to the community, we offer professional services to charitable organizations. Our aim is to enable you to serve your clients and students with effective programs, informed by sound data, using current technologies. Our work is either pro bono or aligned with projects for which you have secured funding.
From experience, we have sensible ideas about methods and products that can work, and about the patience and training necessary to help busy people adopt new ways. We are not crusaders for a particular firm or product. What worked well somewhere else may not be optimal for you. Our goal is to improve your operations, not to sell you a canned package.
Your organization may qualify for our services if it is recognized as a public charity by the Internal Revenue Service. We favor organizations that offer educational, housing, legal, financial, or health services directly to people in need, without discrimination or bias. An organization with a strong program but a limited budget will be preferred over a larger one with ample funding.