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 inform you about the basic concepts of financial management; to help you understand 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.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

To Roth or Not to Roth: That’s the Conversion Question

Some of the pros and cons of converting a traditional IRA to a Roth IRA are discussed.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Cybercrime Survival Guide

Here are some specific cyber security threats and tips to help small businesses protect their interests.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

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