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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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are four very good reasons to start investing. Do you know what they are?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There’s a link between debt and stress.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.