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 planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; 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.
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.