What will you do if you run out of money?

Is your income protected if the market crashes?

Could you live on social security alone?

What is your plan for the day your health changes?

Are your investments tax efficient?

Welcome!

Welcome to our website where you will find a wealth of information in the form of newsletters, calculators, research reports and videos. 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. Please take advantage of this resource and visit often.

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 importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management and to help you learn more about who we are. We look forward to helping you develop or fine-tune your personal retirement strategies.

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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More Newsletters

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

More Calculators