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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
An inside look at how marginal income tax brackets work.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Understanding the cycle of investing may help you avoid easy pitfalls.
It's easy to let investments accumulate like the junk in a junk drawer.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.