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
-
Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
-
It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?