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FrontierNEXT delivers digital investing and financial planning to those in the wealth accumulation stage of life. Many of our clients access FrontierNEXT with their smart device or tablet to save for specific goals and obtain financial guidance.

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Helpful Content

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Best Apps in Travel

Technology tips to make your next trip even better.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Surprises

Making the most of surprises is a great reason to work with us.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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