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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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A letter of instructions provides additional and more personal information regarding your estate.
How long does a $20 bill last?
Is your estate in order? This short quiz may help you assess your overall strategy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all of your choices when it comes to managing your taxable income?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Smart investors take the time to separate emotion from fact.