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.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This worksheet can help you estimate the costs of a four-year college program.
Couples may be able to head off many of the problems in a marriage that money can cause.
What can be learned from the savings rate?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
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.
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What does your home really cost?