We hope that you find the site valuable enough to bookmark as one of your favorites. We invite you to take advantage of the many features that we provide throughout this site. It is our desire that this site will further your awareness of how our business works and the services we provide.
From our site you can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, link to various entities that hold your assets, and send us any messages and or questions. You can also stay up-to-date on relevant financial topics through the articles, videos, newsletters and presentations located throughout our site. Thank you for visiting!
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn a little about worldwide currency in this fun infographic
Your credit score may influence how much you pay for auto and home insurance.
How Medicare can address health care needs in your retirement strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how a stock works is key to understanding your investments.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
When markets shift, experienced investors stick to their strategy.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.