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.
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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