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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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.