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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Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.