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.
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Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.