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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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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.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?