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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Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
How to Make the Tax Code Work for You
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.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What can be learned from the savings rate?
It's important to understand how inflation is reported and how it can affect investments.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all of your choices when it comes to managing your taxable income?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.