Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
In the face of divorce, making changes to insurance coverage may be overlooked.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This worksheet can help you estimate the costs of a four-year college program.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
$1 million in a diversified portfolio could help finance part of your retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Recent changes in estate tax laws could affect the strategy you have in place.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.