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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How Income Taxes Work
A quick look at how federal income taxes work.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Purchasing homeowners insurance is critical for protecting your home.
There are ways to improve your physical fitness without denting your fiscal fitness.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
There are hundreds of ETFs available. Should you invest in them?
There’s been a lot of talk about Tax Reform. What might it look like?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?