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Welcome! You’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Everybody's interest in financial matters is different. Use this site to gain some understanding of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Take a little time to find out about the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Knowledge and understanding enhance confidence in choosing and maintaining a path(s) to life's goals.
Then, at whatever point you might choose, we're here to help you 'make a cake from the ingredients'. Like other areas of life - including you in your own profession - working with an experienced person who has the time to know the details and inter-workings of matters brings value and efficiency. Call or email or FAX with questions or for a consultation.
We hope you take advantage of this resource and visit often. Add this site to your list of "favorites" in your internet browser. Information is frequently updated and we want you to receive new developments in the area of personal finance.
Newsletters
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.