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 importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
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The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Rightsizing for Retirement
What does your home really cost?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Life insurance proceeds are generally tax-free. But not in all cases.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
At what point can you call a personal vehicle commercial?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
Women must be ready to spend, on average, more years in retirement than men.
When should you take your Social Security benefit?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.