Advice that Makes a Difference!
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to 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 analysis, and wealth preservation. Most important, we hope you see the value of working with skilled professionals. We're here to help educate you about the basic concepts of financial services; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Click Below for a Cool Video about Your Financial Future and TO GET OUR FREE E-NEWSLETTER:
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Don’t overlook the need for renter’s insurance if you rent your home.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Here’s a guide to explain all the parts of Medicare.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?