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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
These food myths will really put a drain on your wallet.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
Women must be ready to spend, on average, more years in retirement than men.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.