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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Need to Tap Your 401(k)? Proceed with Care

Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Insurance Strategies: Giving Old Life Insurance a New Purpose

A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.

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