Hello and welcome!
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What does the Tax Reform and Jobs Act mean for you?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are ways to improve your physical fitness without denting your fiscal fitness.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.