Welcome to our Website, 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 Website 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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Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The true cost of raising a child may be far more than you expect.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding the economy's cycles can help put current business conditions in better perspective.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Military families face unique challenges, making personal finance even more critical.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?