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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are common mistakes you can avoid when saving for retirement.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
However exciting retiring abroad may sound, it deserves considerable planning.
Marriage changes everything, including your insurance needs.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The decision whether to buy or rent a home may have long-term implications.