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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here’s a guide to explain all the parts of Medicare.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Taking your Social Security benefits at the right time may help maximize your benefit.