Welcome to our Web site, where you'll find a wealth of information
about our capabilities and how we can help you reach your financial
goals. In addition, our site offers a wide variety of useful
information, including calculators, articles, a portfolio tracker,
and more.

We hope your visit will help you understand the opportunities
and potential rewards that become available when you take
a proactive approach to your personal financial situation.


We created this Web site to help you gain a better understanding
of the financial concepts behind investing, retirement, estate
planning, and wealth preservation. Most importantly, we hope
you see the value of working with us to pursue your financial
goals.


We're here to help educate you about the basic concepts of investment
planning, to help you learn more about who we are, and to
give you fast, easy access to market performance and 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.





Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

More Newsletters →