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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
How Income Taxes Work
A quick look at how federal income taxes work.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are ways to improve your physical fitness without denting your fiscal fitness.
Term insurance is the simplest form of life insurance. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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 presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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.
Have you explored all of your choices when it comes to managing your taxable income?
Three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.