Helping To Secure Your Financial Future
Welcome to our Web site, 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 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.
Newsletters
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Uncle Sam Wants to Know About Your Gig Income
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
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What’s Your Retirement Dream Elevator Pitch?
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.