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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to help determine life insurance needs to provide for your family after you pass away.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
An inside look at how marginal income tax brackets work.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tax preparation may be the perfect time to give the household budget a check-up.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential capital gains taxes due on your transactions.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
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.