Welcome to our Web site, 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. 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 tax and other forms 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.
Helpful Content
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”