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.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.