Welcome to our website! We've put together resources and information on financial topics we believe you will find helpful to help strengthen your future.
Please consider this website a portal of answers to your questions or concerns you may have regarding investment and financial-related topics.
Be sure to check out our E-Seminars, especially if you are interested in retirement or estate planning. Browse through our Articles and Newsletters. Use our Calculators and Quotes. Then contact us and let us know what your interests are and how we can be of further service to you.
Newsletters
-
HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
-
The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
-
Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
-
HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.