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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A letter of instructions provides additional and more personal information regarding your estate.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are five facts about Social Security that are important to keep in mind.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: right now.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.