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.
©PIEtechSM. Reproduced with permission. All rights reserved.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
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.
This article may help you maximize the benefits of your donation for your chosen charity.
How to help determine life insurance needs to provide for your family after you pass away.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Good employee health can be great for the company’s bottom line.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
That big list of dreams and goals isn't the only way to look at your bucket list.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Smart investors take the time to separate emotion from fact.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.