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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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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?