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.
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Five creative (and inexpensive) ideas for motivating your employees.
Tax Efficiency in Retirement
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.