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Understanding Today's Financial Environment
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed specifically for individual investors, corporate decision makers and professional practices.
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 investment strategies, risk management, retirement and estate planning as well as asset management. 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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Technology tips to make your next trip even better.
Can you keep up with your children’s mobile slang?
It's important to understand how inflation is reported and how it can affect investments.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women must be ready to spend, on average, more years in retirement than men.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.