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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you know these three personal finance sayings?
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?