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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
One way to find money is to examine your current spending habits and eliminate money wasters.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.