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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Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For many, retirement includes contributing their time and talents to an organization in need.
Don't let procrastination keep you from pursuing your financial dreams and goals.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.