Broker Check
A Bucket Plan to Go with Your Bucket List When Do You Need a Will? A Fruitful Retirement: Social Security Benefit Coaches

Walking along your journey

We strive to simplify your financial life, provide you the freedom to focus on your passions, and help you confidently approach your financial future.

Welcome to MyICON. We are here to help!

Learn More
 

Helpful Content

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

View all articles arrow

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

View all calculators arrow

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How Cash Apps Work

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

View all videos arrow