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 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.
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Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
If you find it hard to attain personal life goals, there’s an app for that!
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
For some, the social impact of investing is just as important as the return, perhaps more important.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.
You’ve made investments your whole life. Work with us to help make the most of them.