Welcome to our Web site, where you'll find a wealth of information designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools.
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 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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Retirees traveling abroad need to know that their health insurance travels with them.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How literate are you when it comes to your finances? Brush up with these five basics.
A look inside the U.S. government's statistics on household net worth.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?