Helping To Bring Your Financial Goals Within Reach.
Welcome to our Website
We hope your visit to our website 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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The latest trends in travel reflect a rich menu of exciting new possibilities.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A letter of instruction provides additional and more personal information regarding your estate.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?