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
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
-
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?