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.
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Newsletters
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.