Services for you and your family, workshops to learn at your own pace, and free tools you can use right now.
Founder and Principal Partner, NeoPenn Life Strategies LLC
We explain how each option works in plain language, so the decision stays yours.
How some life insurance can help during a serious illness, while you are living.
Individual and family plans, and your Medicare choices as you approach 65.
How savings can become income in retirement, and where taxes fit in.
Preparing for the cost of care at home or in a facility.
A second look at the coverage and accounts you already have.
Learn the business and help families, part time or full time.
Medicare disclosure: Not connected with or endorsed by the U.S. government or the federal Medicare program.
Education only. Come with questions, leave with a clearer picture.
How money works: the core concepts most of us were never taught.
Open workshop →Wills, trusts, beneficiaries and powers of attorney in plain language.
Open workshop →What care can cost and the ways families prepare for it.
Open workshop →How the way you think about money shapes what you do with it.
Open workshop →How saving, time and compounding work together.
Open workshop →Each tool runs in your browser. What you enter is not saved or sent to us.
Estimate a starting figure from debt, income, mortgage and education costs.
Open tool →Compare starting to save today with starting later.
Open tool →Sort needs from wants and set a 3 to 6 month goal.
Open tool →Compare two payoff orders: smallest balance first or highest rate first.
Open tool →Five quick questions about how your savings are taxed.
Open tool →Estimate how long money, or a debt, could take to double.
Open tool →See what a small daily expense adds up to over the years.
Open tool →Your exact age in years, months and days.
Open tool →Make a QR code for a link, Wi-Fi, a contact card and more.
Open tool →Shrink a PowerPoint file so it fits in an email.
Open tool →Turn a PowerPoint show file into a deck you can edit.
Open tool →No tool matches that search. Show all tools
Tools and workshops are for general education. Tool results are estimates based only on what you enter, and are not advice or a recommendation.
A first conversation about your family, your goals and your questions.
We walk through how your options work, in plain language.
You choose what fits, when you are ready. No pressure.
Tell us what is on your mind and a member of our team will reach out to set up a time.