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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Determine your potential long-term care needs and how long your current assets might last.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.