Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, and market 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. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to help you pursue your financial goals.
We're here to help educate you about the basic concepts 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.
Newsletters
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.