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  • T: 317.573.1777
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  • F: 765.288.0380
  • TF: 888.797.3707
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    11611 N Meridian St Ste 600 Carmel, IN 46032-7118 T: 317.573.1777 F: 317.573.1799 TF: 800.259.0847
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    400 S Walnut St Ste 100 Muncie, IN 47305-2482 T: 765.288.0362 F: 765.288.0380 TF: 888.797.3707
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Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Tempted by the van life? Weigh these logistical trade-offs
What to consider if the van life is calling to your inner nomad.
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Great wealth, great responsibility for elite young athletes
High-profile competitors – including those in college – can profit tremendously from name, image and likeness (NIL) deals.
Family & Lifestyle
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
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Sustainability is more than a trend in the fashion industry
How fashion companies are taking on ESG initiatives.
Family & Lifestyle
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Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
Watch Video
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Start fresh with your financial planning this winter
Review your eligibility for benefits programs and get organized for the year.
Family & Lifestyle
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
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Homes smart enough to save you money
When it comes to smart home technologies, there is an abundance of options. Here are some we think are worthy investments.
Family & Lifestyle
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  • Carmel Office 11611 N Meridian St Ste 600 Carmel, IN 46032-7118
  • T 317.573.1777
  • F 317.573.1799
  • TF 800.259.0847
  • Map & Directions
  • Map & Directions
  • Muncie Office 400 S Walnut St Ste 100 Muncie, IN 47305-2482
  • T 765.288.0362
  • F 765.288.0380
  • TF 888.797.3707
  • Map & Directions
  • Map & Directions
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