Welcome to our website 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 website to help you gain a better understanding of the financial concepts behind insurance, investment services, retirement, estate planning strategies, and wealth analysis. 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 your financial management; to help you learn more about who we are; and to give you fast, easy access to market analysis. 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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There are ways to improve your physical fitness without denting your fiscal fitness.
Term insurance is the simplest form of life insurance. Here's how it works.
For some, the social impact of investing is just as important as the return, perhaps more important.
Read this overview to learn how financial advisors are compensated.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.