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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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How long does a $20 bill last?
However exciting retiring abroad may sound, it deserves considerable planning.
A few strategies that may help you prepare for the cost of higher education.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Calculating your potential Social Security benefit is a three-step process.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Are Real Estate Investment Trusts right for your portfolio?
There are things you can do to keep yourself safe when you lose your wallet.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.