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.
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 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.
Newsletters
-
HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits
Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.
-
Ghost Tapping Scams Are on the Rise: What You Need to Know
While ghost tapping sounds like something out of a scary movie, it’s a scam that can have very real consequences.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.