
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 delopments in the area of personal finance.
Newsletters
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Preparing for a Natural Disaster
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
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Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?