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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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This worksheet can help you estimate the costs of a four-year college program.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A bucket plan can help you be better prepared for a comfortable retirement.
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.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.