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On our website you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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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.
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How Income Taxes Work
A quick look at how federal income taxes work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Being healthy not only makes you feel good, it may also help you financially.
How long does a $20 bill last?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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
It's easy to let investments accumulate like the junk in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
When do you need a will? The answer is easy: right now.
Are Real Estate Investment Trusts right for your portfolio?
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.