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.

 

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

Target-Date Funds Keep Retirement in Sight

Examine target-date funds and why funds with the same target date are not all the same.

TIPS for Inflation Protection

Treasury Inflation-Protected Securities could help provide a hedge against future inflation.

Evaluating the Need for Long-Term-Care

Certain insurance products could be used to help prevent retirement savings from being wiped out by the escalating cost of long-term care.

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