Welcome to our website, 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 website 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.
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Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?