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.
Newsletters
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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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?