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 situation. We have created this site to help you gain a better understanding of the different insurance tools available to you today . Most important, we hope you see the value of working with skilled professionals to pursue your goals.
We’re here to help educate you about the basic concepts of maintaining the proper amounts of personal protection using insurance products; to help you learn more about who we are; and to give you fast, easy access to what options are available to you today. 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
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.