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 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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
It's important to understand how inflation is reported and how it can affect investments.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are nearly 1,200 ETFs available. Should you invest in them?