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Learn MoreUnderstanding 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.
Helpful Content
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Saving for College 101
Here’s a crash course on saving for college.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.