HOW BIG IS YOUR RETIREMENT SHORTFALL ?
WILL YOUR MONEY LAST AS LONG AS YOU ?
WILL INFLATION IMPACT MY RETIREMENT ?
HOW WILL TAXES AFFECT MY INCOME AND CASH FLOW ?
These are the questions that keep people up at night. If you want to begin the journey towards financial freedom, then take 14 minutes to view my comprehensive, OnDemand, retirement planning seminar. It will address all of the major concerns of retirees, and pre-retirees. I know you will be glad that you took the time! Simply CLICK below, and see why people are are calling this a life-changing experience for their retirement planning.
Click here to view the OnDemand retirement planning seminar!!
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 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.
Newsletters
-
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
-
Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
-
Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Lease Payment
How much would your monthly lease payment be?