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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Understanding the economy's cycles can help put current business conditions in better perspective.
Five strategies for managing your student debt.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”