
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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What the Red-Hot Job Market Means for Workers
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Accumulation
Estimate the future value of your current savings.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.