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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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 smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Do you have causes that you want to support with donations? Here are three tips.