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.
Calculators

Lifetime Earnings

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

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