HELPING YOU PLAN 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.
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Newsletters
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lease Payment
How much would your monthly lease payment be?