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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 analysis, and wealth preservation. Most important, we hope you see the value of working with skilled professionals. We're here to help educate you about the basic concepts of financial services; 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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
For many, retirement includes contributing their time and talents to an organization in need.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.