Global and International Funds Are Alternative Investments Right for You? The Good Ship IPO The Business Cycle

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.

 

Helpful Content

TIPS for Inflation

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

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What to Look for in a Long-Term-Care Policy

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.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Your DNA Test

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Rightsizing for Retirement

What does your home really cost?

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