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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding the economy's cycles can help put current business conditions in better perspective.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Ascertaining the value of your business is important for a variety of reasons.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Investors seeking world investments can choose between global and international funds. What's the difference?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Three things to consider before dipping into retirement savings to pay for college.