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We hope you find what you are looking for among the newsletter articles, calculators, and research reports here on the site.
Our aim is that your visit will help you understand the opportunities and potential rewards that are available when you take action concerning your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding the economy's cycles can help put current business conditions in better perspective.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are five facts about Social Security that are important to keep in mind.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are Real Estate Investment Trusts right for your portfolio?
Pundits say a lot of things about the markets. Let's see if you can keep up.