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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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
When considering life insurance, it's important to understand your options.
One of the most common questions people ask about Social Security is when they should start taking benefits.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.