Helping You Plan Your Financial Future

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 that are 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 insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, 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 planning, We want 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.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019

Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.

Considering Preferreds? Proceed with Caution

Considering investing in preferred stocks? This overview examines the risks and potential benefits.

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

Give and Receive with a Charitable Remainder Trust

Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.

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