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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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
It sounds simple, but paying yourself first can really pay off.
Medicare’s popular program, offering free gym membership and health education.
How Medicare can address health care needs in your retirement strategy.
Why have the markets been so volatile recently?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn all about Medicare basics in this informative and insightful article.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Savvy investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.