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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to understand how inflation is reported and how it can affect investments.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?