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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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.