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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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
9 Facts About Social Security
There are things about Social Security that might surprise you.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are things you can do to keep yourself safe when you lose your wallet.