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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Do you understand these common mobile slang terms?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When markets shift, experienced investors stick to their strategy.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.